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

To: Road Walker who wrote (162671)	3/21/2002 8:38:00 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: That seems to imply that they are not currently the low cost producer I don't think that's what he meant. To me, it seems to question whether or not the market is seeing the competing chips as competitive - and offering up the same unit revenue. The conditional statement turns on whether or not the products are seen as competitive. If they are, then AMD is the low cost producer. If AMD ASPs get anywhere close to Intel's present ASPs (or if it just raises volume at its present ASPs) AMD will make a ton of money. If Intel's ASPs ever get near to AMD's ASPs, it will be in a lot of trouble. If Intel has to drop prices to match AMD's ASPs, it would give up something like 27M [units] x $70 [price delta] in revenue per quarter: Between $1.5 Billion and $2 Billion per quarter. I think that's what he was talking about.

To: Road Walker who wrote (162671)	3/21/2002 10:06:26 AM
From: Yousef	Read Replies (1) \| Respond to of 186894

John, Re: "If we have a competitive offering ..." Also doesn't sound like Jerry believes that AMD currently has a "competitive offering". Make It So, Yousef

To: Road Walker who wrote (162671)	3/21/2002 10:11:26 AM
From: The Duke of URL©	Read Replies (2) \| Respond to of 186894

"If we have a competitive offering, we’ll be able to undersell Intel. We’ll be the lowest-cost provider, and we can beat them." "IF I had a hammer, I would hammer in the morning, I would hammer in the evening...." Coincidence???...... I think not. [Edit for Yousef] It is obvious to me that none of either Pete Seger, Peter, Paul and Mary, Trini Lopez, nor Jerry Sanders.....actually HAVE a "hammer". :)