SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%Dec 30 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Ohlendorf who wrote (23053)12/20/2000 2:37:34 PM
From: f.simonsRead Replies (5) of 275872
 
What I still do not understand is how the only two players (Intel and AMD)in this duopoly are going against each other with such force. The started price war is truly amazing and will hurt both at the end. Wouldn't the players in a duopoly tend to secretely do some price fixing. That is what everybody would expect here, but it does not happen obviously. There must be deep hatred between Jerry and INTC !

Michael-

This is probably the most intelligent non-technical paragraph posted on either board in many months. And so simple a concept. But what we get so much of on the AMD board in particular is bragging about how cheap AMD products are compared to Intel products and why this is such a great thing for AMD. Then, AMD comes out with $90 ASPs with predictions that these will fall even further.

But hey, that's OK because AMD is "building market share." Problem is, the market has shrunk so much the "share" they are lucky to pick up won't compensate for the give-away prices they are charging.

I am an Intel partisan, but it truly seems to me that AMD is mostly to blame here. Their pricing schemes have been designed to reduce Intel's profitability even at the expense of their own. This, not the Athlon, is Jerry's biggest legacy. When he shot Intel in the foot, he forgot that Intel was standing on AMD's foot at the time. His hatred for Intel still intact, he does not seem to have learned that lesson yet.

Frank
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News