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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (126317)10/17/2000 2:27:58 PM
From: Joe NYC  Read Replies (1) of 1580448
 
Ted,

On this point I disagree:

But what does it matter. War in any form has never benefitted anyone.....and it certainly won't benefit either of these two companies. As investors, we need to be complaining to the IR Dep'ts of both AMD and Intel, and not flaming each other.

The price wars benefited Intel greatly. But until now, it was Intel waging the war. Other companies had only stick and stones to respond with. Now the tables turned, and AMD has some real ammunition. Why is it that you of all people would want AMD to unilaterally disarm, instead of conquering some market place, additional revenues and earnings, while the competitor is weak?

Do you think AMD should just cut production, keep prices high and wait until Q3 2001 when Intel recovers?

Joe
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