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

To: Charles Gryba who wrote (165868)	6/6/2002 5:25:30 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Constantine, Re: "Maybe it's time to slow down the speed grade intros. Space them out more. No need to use them all up if there's no incremental ASP to come out of it." I thought all the speed grade increases were part of the "Intel Breakaway" strategy to gain back market share from the competition. Also, it looks like Intel is having no problem exceeding their original deadlines for chip launches. If they slow their launches now, then in this down market, AMD will gain even more share, and that's a worse long term problem for Intel than these temporary (hopefully!) market fluctuations. wbmw

To: Charles Gryba who wrote (165868)	6/6/2002 7:13:37 PM
From: tcmay	Respond to of 186894

Can't slow down the speed upgrades!! "wbmw, Maybe it's time to slow down the speed grade intros. Space them out more. No need to use them all up if there's no incremental ASP to come out of it. Save them for later when the market picks up again ( if ever )." This is one of those things that is beyond the control of either Intel or AMD. In fact, if they were to meet to "arrange" a slowdown, not only would there be howls of outrage, but there would also be criminal investigations. Nor can either side simply "hold back" on speed upgrades if it can possibly make them (despite the nonsense spouted on the Moderated thread that AMD is "clock-locking" the Crawlhammer to 800 MHz). The speed race was started when AMD announced their price war several years ago ("always priced 25% below Intel for the same speed"). Had AMD been in another market, one they were innovating in with their own novel designs, it is quite possible that Intel would not have introduced devices at such a breakneck speed. But AMD's sole avenue of attack was copying Intel and selling at a lower price, so Intel had no choice but to crank up all the fabs and compete aggressively and eventually drive AMD out of business. AMD launched the speed race, so it must live with the results. --Tim May