Steve,
You've seen the prices on AMD processors, I think a 700 was $200
But you are assuming that Intel will not cut prices, which is what my original question was.
In the past, the strategy at Intel was to wage a price war to kill AMD. And in the past, Intel had good weapons.
Maybe now they realize that they can't kill AMD after all, and waging a price war hurts Intel more than AMD.
Let's assume Intel does not cut prices on Pentiums this January, as they nrmally do. What can AMD do? How can AMD take advantage of the situation?
Intel sold probably 10 million PIII last quarter, while AMD built about 1 million Athlons. To take advantage ov this situation, AMD would have to double, tripple, quatruple the production, and you can'd do it overnight.
Anyway, if Intel decides to cut prices, AMD will still sell all the Athlon they can make at the current prices, so no net gain for Intel, and no net loss for AMD.
If the overall demand is strong enough, Intel can probably afford to wait and prepare for next battle they can actually win.
Before you celebrate, recall the last time it looked like Intel was in trouble: Intel responded very quickly with Celeron A, killed everyone except AMD (but caused huge losses at AMD).
I would like to find out what Intel has up it's sleave before I invest in AMD. Any ideas?
When is the son of Solano supposed to come out? How about Cascades (I thought that was supposed to be out last fall)? How about Willamette (sp?) How about FUD Intel will try to create when Celeron acquires SSE?
On the other hand, does anyone have a roadmap of the new processors from AMD with integrated L2?
Joe |
