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

To: wanna_bmw who wrote (158442)	2/12/2002 2:42:05 AM
From: THE WATSONYOUTH	Read Replies (1) \| Respond to of 186894

Then Intel would start recovering some of the ASPs in the desktop market, etc, etc. AMD can't cover all their bases equally - at least not yet. I believe they can cover their bases a lot better than Intel would like. I'm in the camp that believes they never started more than perhaps 3K/week of .18um production at Dresden. I'm guessing they are starting an additional 1.5K/week of .13um this quarter. (.5K/week for development) Convert an additional 1K/week over to .13um each quarter. Factor in some yield learning. Now.... do the math (Engel can't) These kind of quantities will bring a world of hurt on Intel in mobile by year end and on the desktop by mid next year. I'm not saying that Intel will lose that much market share. But, they will lose some and Intel's ASPs will continue to deteriorate. AMD intends to drive ASPs (both desktop and mobile) down to the $100 range where they can be very profitable as long as they get reasonable volumes. I'm not sure Intel would even be profitable if they had all of AMD's current share but with a $100 ASP. THE WATSONYOUTH