snowrider,
he only difference is that Intel baked this into their Q2 guidance and AMD didn't because AMD didn't plan or initiate the price war.
AMD did incorporate it into their guidance.
This is a perfect move for INTC because it allows them to clear their old inventory, avoid write offs, and make room for the new product. All of this while driving down AMD's ASPs. Don't kid yourself, AMD's products aren't good enough to stand firm with this type of pricing preassure.
AMD ASPs increased last Q, Intel ASPs decreased. Looking at Intel products selling at $37.99, boxed, quantity of one, it appears that it is Intel that is panicking, unable to stand firm.
Intel stock making multiyear lows every other day does not seem to be able to stand much more of it either.
I think Intel's pricing strategy is flawed. We will see how it turns out for Q2...
Joe
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