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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (126329)10/17/2000 3:49:54 PM
From: hmaly  Read Replies (1) of 1580559
 
Ted. Re...The price wars benefited Intel greatly.

They did? How? Maybe initially....$$$ wise.....but why do you think they are behind the eight ball now? <<<

Ted, most wars are fought over territory. In this case, the territory is market share. Past price wars have kept the opposition down by not allowing them to make enough money to mount an effective opposition. I.E. By depriving Saddam of money, you can effectively limit Iraq's army. By limiting AMD's, NSM's and Rises profit both near and long term, Intel could maintain their monopoly and thus could reap great rewards because of lack of competition. AMD's problem and Intels problem is that neither can win the war in that neither can drive the other out of business. AMD DOESN'T HAVE THE CAPACITY and Intel has the SEC. You can bet Intel will try to get their monopoly back, but Intel can just sit back, lower production schedules and start another shortage and keep their prices up until P4 is out in vol., then have a go at it again. AMD on the other hand needs to gain market share while Intel is weak. If the war gets too costly, it may be likely Intel will abandon the field for greener pastures, because Intel has that option; which in turn would give AMD a great boost in prices. We might get a clue how this will play out tonight. Should both companies live with each other? Yes; but Intel has wanted it all in the past. It is Intel who will have to decide if they want to live with AMD , or pay the price and try to regain their monopoly.
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