Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ali Chen who wrote (74543)	10/7/1999 4:32:00 PM
From: Bill Jackson	Read Replies (2) of 1573922

Ali, It is what they call a stern chase. IBM, Compaq and now Dell and all the others will want a viable AMD to keep the prices very cheap. Thus they will grant AMD a share of their business to sustain them. They like the war. With AMD gone prices would go right back up. Intel has only dropped pants in low end segments, never across the board. In fact since AMD cannot supply all the market and the mobo and chipset makers also cannot supply all the market at AMD even 25% it makes sense for Intel to come to a market accomodation for the life of the recent products and try to get ahead in the next product. So I suspect they will drop way down at the low end and keep them higher in the middle and top end. AMD of course will be alone at the top end for a while. I suspect Intel will optimize profits with this mixed strategy and those within who wish to kill AMD will be restrained. The Kill-kill-kill corporate ethos was OK when you had the safe redoubt of the uncompeted high end products, but not valid across the entire line. Remember AMD will have the high end and a higher price for it....for how long???? Pyhrric victories make no economic sense, and they also anger the DOJ. Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next