Intel Corp (INTC)

[kpf]

wbmw

You heard this where?

From a Chipbroker in Taipeh. Couple 100K to Red China, he said.

Why would volumes not taken by Dell be further discounted?

Not further discounted, but sold to (r)etail for less discounts than Dells rebates. If Dells rebates are say 50% to list, and they can sell to etail for 40% under list, you'll see them offering the parts for 30% under list. Just exemplaric, I don't have current data. But it should be about the ballpark. That is why you see most discounts on high priced products in etail. These are hard to sell for reasonable prices in China.

K.