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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.57+0.7%Nov 28 9:30 AM EST

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To: pompsander who wrote (43199)5/31/2000 9:28:00 AM
From: Ulrich Santo  Read Replies (1) of 93625
 
Why should intel make a price war, when it
even canït deliver the chips above 800Mhz
in quantities ?

A price ware could only be made by Intel
like the years before, if they would dominate the high end
market and could supply enough of this chips.
Then they could force the other players (K6, Cyrix)
to lower their prices and themselfs earn enough money.

But intel is now in the low end <800Mhz in quantities
and AMD can supply 1 Ghz chips

A price war would hurt Intel margins most, because
AMD sells now the chips >800Mhz and earnds real money
there.

Ulrich
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