SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: that_crazy_doug who wrote (108295)4/28/2000 3:37:00 PM
From: tejek  Read Replies (1) of 1576053
 
While Intel is in a shortage I don't think the threat of a price war is too great. Especially when the shortage is most strongly felt in the most expensive range. They can't supply the high end where they make all the money. AMD can make up considerable losses at the low end by selling just a few 1 Ghz pcs.

doug, I agree....I thought we were talking the second half.

Also, I believe one of the great fallacies about AMD vs Intel is that AMD couldn't compete due to prices. I think AMD couldn't compete because the k6-2 and k6-3 line weren't worth buying.

I don't think its a fallacy...AMD couldn't compete because of prices....Intel kept celeron prices down and kept cumine prices up so that celeron's poor margins were covered. AMD did not have high end chips at that time and was starving trying to compete at the celeron prices set by Intel. With Athlon, the playing field is more level but Intel still has the upper hand.

AMD has been afforded some incredible breaks but two good quarters does not wipe away years of deprivation. AMD is recovering but still is not in good economic health.

Intel, on the other hand, is in excellent health....don't mistake these miscues as signs of failing health. The only thing wounded about Intel is its corporate ego and, to a lesser degree, its reputation.....the AMD successes have not hurt Intel one iota.

To think otherwise can only be considered delusional in my opinion.

ted

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News