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

To: Jim McMannis who wrote (151544)	12/7/2001 12:27:00 AM
From: Elmer	Respond to of 186894

I don't buy that. It appears the problems could be deeper. 1. Intel could have had the P4s ready when AMD was transitioning to XP and couldn't deliver. Ahhh.. Intel did have P4 ready and they are running at full capacity and AMD does have XP and can't deliver. 3. AMD could have trouble with XP yields or whatever. Ahhh the lightbulb goes on! 5.. XPs do seem available. Just not at retail shelves. Right. XPs are available as long as not many people want them.

To: Jim McMannis who wrote (151544)	12/7/2001 12:51:01 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: I don't buy that. It appears the problems could be deeper It may be that AMD got tired of giving the big OEMs prices that were 1/4 of what those OEMs were paying to Intel for equivalent performance. Then they watched the OEMs sell many of those parts into the gray market, and undercut AMD's own distributor sales. With mobile ramping (and tying up Athlon capacity), AMD may have decided to stop selling desktop parts to the big OEMs at a major discount to distributor cost - and to let the OEMs take all those Intel marketing dollars, no hard feelings. It was a gamble - they had to depend on the screwdriver shops to provide sufficient volume to keep overall market share up. Otherwise they could have lost the current momentum the Athlon platform has gained with chipset and motherboard makers. Did it work? Certainly Athlon ASPs are way up. If units really are going up, it worked out pretty well. I think another part of what's been going on is that Athlon XP was just a little late for the Christmas build. Losing all that very visible shelf space was unfortunate, though.