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

To: AK2004 who wrote (162313)	3/15/2002 7:18:25 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

albert, Re: "re: It's within both AMD's and Intel's interests to sell out of inventory,</i? not always true, it is very much subject to what needs to be done to achieve that goal. Have you ever heard about cure that worse than disease re: Intel was facing stronger competition, in fact that is also not true. Intel's market segmentation was very strong at the time. The only positive effect of price reduction could have been seen from retail. Since amd was selling all they can make into retail only the effect price reduction was a reduction of revenue from all segments." I don't think you have enough visibility into Intel's data to make these kinds of assumptions. I was only saying two things: that as a general rule, it is good to sell out of what you make, and that the Athlon proved to be stronger competition in H1 2001 when Intel ran out of gas with Pentium III, and Pentium 4 was not yet ready for mainstream. Both of these are general truths, but you argue against them by citing Intel's market segmentation and retail strength, as if you know the exact way they were set up at the time. I doubt that you really know this kind of inside information, so I would appreciate it next time if you can stick to the facts. wbmw