In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do.
More Quotes from Dan Niles:
Our biggest surprise and disappointment is that the company did not lower the fiscal year 2001 revenue guidance as well.Dan Niles
We believe that Intel is seeing the most front-end loaded third quarter in many years and is booked out for the quarter.
Dan Niles
We're getting to the latter half of the year. and typically, the industry sells close to 20 percent more PCs in the second half versus the first half. People are getting ready in anticipation of a much stronger second half of the year.
Dan Niles
If the shareholders vote against this deal, it is hard to see how she will remain. In our opinion, the only beneficiaries to the current increase in uncertainty are Dell and IBM.
Dan Niles
There could be a bloodbath in pricing in the first part of next year if they don't move inventories over the holidays. The magnitude of the miss gives you an idea of what's going to happen with the PC market next year.
Dan Niles
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