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

To: TimF who wrote (184033)	4/10/2006 10:57:20 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 186894

>> Overall the evidence seems to clearly point to Intel's ASPs (again with the possible exception of the high end) being higher In that case Intel would have to sell similar computers at higher prices than H-P, which does not make sense. So obviously, regardless of anecdotal impression, Intel's chips are price competitive with AMD. Otherwise, Intel would not be the #1 revenue leader in PC's. I see no reason to doubt the statement that if Intel reduces prices to Dell, that AMD will have to make similar reductions to H-P. And if AMD is reluctant to go into loss just to grab more share, then the share shift will stabilize or reverse.