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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Joey Smith who wrote (141425)	8/13/2001 8:10:41 AM
From: Dan3	Respond to of 186894

Re: Two or three months ago he was here ranting about how AMD would NOT be affected by Intel price cuts That's the exact opposite of the truth. I'm one of the few people that predicted the price war and its effect on both companies. I think there were supposed to be at least two corporate PC deals, and that at the last minute they were cancelled. And it was due to Intel pressure on the OEMs.... AMD was going to get a handful of corporate SKUs. Then Intel's arm twisting pushed AMD out of the promised large business SKUs.... the microprocessor business equivalent of nuclear war. Unfortunately for Intel, all it has are conventional weapons right now. If Intel can come up a couple million P4's, P4 motherboards, and a couple million pairs of RIMMs between now and the end of November, and price the package (CPU, Mobo, and RAM) at less than $750, then Intel can negate what Jerry has launched. I really don't think Intel can ship more than a few hundred thousand in that time frame, and the cost will be much too high, so Q4 is really up for grabs. We're all in for a wild ride. Message 14582778; And, by the way, Intel's working capital is down $10 Billion this year - while AMD's has increased slightly.