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

To: wanna_bmw who wrote (153931)	1/5/2002 6:40:46 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re:Intel also had a Pentium 4 shortage in the fourth quarter. Intel, like most companies, segments its markets geographically as well as by product line. Intel appears to have had a shortage of P4 in Asia, adequate supplies in Europe, and a glut of product in the US. A possible scenario is that they priced P4 at a price they thought would let them gain share against Athlon XP if Athlon were priced at $105 for the fastest part (how AMD was pricing its parts at the time). When AMD doubled the price of Athlons, Intel found itself the lucky recipient of nearly twice as many orders for North American market P4s as expected, and these orders were at prices calculated to take market share away from $105 Athlons. So it may be that wafer starts intended for the Asian and European markets were redirected to satisfy special price North American market orders from Compaq, HP, Gateway, and Dell.