Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (126310)	10/17/2000 2:07:24 PM
From: Road Walker	Read Replies (3) of 1580433

Joe, I'm saying that we have two companies with very healthy gross margins. I'm saying that if the companies get stupid, by setting a new, much lower price point for high end processors, that the industry could take years to recover, if at all. I'm saying that in a real price war, my AMD stock will go to single digits and my Intel stock won't be too far off. You and I could argue the interpretation of past pricing policy forever and it won't matter a bit. If we are truly in a long term overcapacity situation, and these guys decide to do a market share grab with prices as the weapon, then they will make their products a commodity, and make both companies very, very lousy investments. John

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