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

To: Paul Engel who wrote (141432)	8/13/2001 4:52:49 AM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<Anixter does his Mad Man Sanders imitation - trashing Intel's Pentium 4 - you'll love that part > Jerry is as mad as a fox. After this Q2 stock dump you should call him Cherry (Pick) Sanders instead. Kap

To: Paul Engel who wrote (141432)	8/13/2001 5:15:20 AM
From: kapkan4u	Read Replies (2) \| Respond to of 186894

This was an AMD pre-announcement of sorts. In Q2 CC AMD forecasted Q3's revenue flat to down 10% from Q2. Here Anixter is saying down 10% to 15%. Since it is so early in the quarter, it will probably end up 15% to 20% down. Looks to me like a pretty steep loss in Q3. Kap

To: Paul Engel who wrote (141432)	8/13/2001 8:17:51 AM
From: Dan3	Read Replies (3) \| Respond to of 186894

Anixter of AMD claims "no price war" I don't know that this is a price war with us. The big problem they have is that the Pentium 4 is a very undesirable product. And in this particular generation, they have to get the prices low enough to be in the price points that people buy in. They have 75% of the business, and while they are trying to inhibit us from gaining market share, what they're really replacing on the desktop is the [Pentium III]. They're bringing the P4 prices into the area where the P3 was selling, so they're replacing the P3. Their margins are getting hit, because the P4 is a much more expensive product to make than the P3. In the meantime, they're still trying to arrest our ability to gain or hold market share. But the Athlon [AMD's signature microprocessor] is a more desirable product, so they're stuck. Yes, it's very aggressive pricing; some people can call it a price war. But the problem is that it comes about not because of a price war but because they're trying to take an inferior product and force it into the marketplace, and that's the only way they can do it. thestreet.com