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

To: Dave who wrote (183144)	1/18/2006 12:12:08 PM
From: GVTucker	Respond to of 186894

Dave, RE: Then, is this a function of weakening ASPs for Intel or is this a function of further market share losses to AMD, i.e. less demand, or both? Management admitted market share loss on the call. I think that AMD's competitiveness has surprised them. I think the ASP decline was mostly anticipated. From that backdrop the margin guidance for the full year (below the Street by a couple of percentage points) is telling. It tells me that Intel might be a bit more aggressive in pricing their products to avoid any further market share losses.