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Politics : Formerly About Advanced Micro Devices

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To: Road Walker who wrote (126300)10/17/2000 1:36:56 PM
From: Joe NYC  Read Replies (2) of 1580415
 
John,

it's not illegal to be conservative with price cuts.

We (not just you and I, but most posters) are going in circles around this issue on all 3 Intel/AMD threads. Maybe you can explain what you mean once for all.

Why is it that I didn't hear the calls for conservative price cuts from Intel investors until year 2000? There is nothing different about this year's price cuts from any previous year.

The only difference is that this time Intel is stuck with low end parts not really worth much after the price cuts are factored in. All the other years, from beginning of time until 2000, Intel's competitors were in the unenviable position. That's the only difference I see.

So are you calling in some permanent shift of the semiconductor industry, or are you just asking for time until Intel's competitive situation improves?

Joe
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