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: niceguy767 who wrote (110088)	5/11/2000 5:59:00 AM
From: SyncMan	Read Replies (1) of 1578271

I think the answer to your question is "Pricing power". Cisco owns the internal IP market. That gives them pricing power. Intel (used to own) high end personal computer market (Pricing power). AMAT is currently the leader in something, aren't they (Pricing power). All Intel ever had to do to hurt AMD in the past was lower the price of it's top-end chips so that AMD couldn't make any money with it's top end chips. I for one, hope (and think) that this situation is changing, but I (and the investment community) am not sure yet. Until investor's think that AMAT won't catch cold any time INTEL wants it to, it won't get a good valuation. Plus, didn't AMD (because of Intel's pricing power) miss targets continually? People, even now, do have a little memory. But not much. Take heart. And good luck. Macro economics looks to doom us all short term.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next