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

To: milo_morai who wrote (156230)	1/18/2002 8:52:46 PM
From: Tenchusatsu	Respond to of 186894

Milo, <IDC disagree's with you.> AMD disagrees with IDC. So there. Tenchusatsu

To: milo_morai who wrote (156230)	1/18/2002 9:09:46 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Milo, Re: "IDC disagree's with you. What is your proof they are incorrect?" Do you really want to get in an argument about this? Your pal Jerry Sanders is going with Dataquest, so why shouldn't you? He has admitted to losing market share, so why shouldn't you just admit to it, too. As for, "The real issue is how is INTC going to keep it's ASP's from falling?" The only way Intel will retain ASPs is by making better products than AMD. They won't be able to market things like single channel DDR, and still call it the fastest PC platform, forever. But I think the momentum with Northwood is positive, and the press seems to agree that AMD is in a rut. They will eventually get their .13u process online, and SOI will follow (with or without a K7 SOI line), but until they do, Northwood is the undisputed leader (well, only disputed by the AMDroids). After AMD launches their .13u products, they will go into mobile, and Intel will inevitably have to lower ASPs to compete. Fortunately, a smaller Northwood die and 300mm wafers will help lessen the blow. AMD will then attack the server market, and Intel will inevitably have to position their Hyperthreaded Xeon platforms against AMD's high end, as well as their Tualatin low power platforms against AMD's small form factor 1U/2U server designs. If AMD is able to outperform Intel, lower prices, and get some infrastructure support, then Intel will inevitably have to lower prices to compete. Etc, etc, but you get the point. Jerry's right about one thing, and that's that Intel will lose their ASPs trying to defend their market share, as long as AMD has great products. What Jerry doesn't realize is that Intel will be willing to compete, and this will force AMD to lower their ASPs again, too, and he'll never be able to maintain that $90 number he had promised the analysts (not that it matters - they'll still forgive him - and his "color"). Only if Intel launches a truly great product will they be able to raise their ASPs higher, and still leave AMD to the scraps. That's because Intel has better marketing, and better OEM relationships. All things being equal, Intel ends up ahead every time. Hammer may be a very fine product when it's released next year, but if it's not everything that you are hoping for, Milo, then AMD will still be in deep sh!t. wbmw