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 : Intel Corporation (INTC)
INTC 36.85+1.6%Dec 19 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tcmay who wrote (136795)6/6/2001 4:50:20 PM
From: AK2004  Read Replies (1) of 186894
 
Tim

re:it staves off an Antitrust case.

remind me why intel tried to go rambus then? And why did intel jumped into slot 1, 2, 3,...,99 only to come back with proprietary socket?

re: Intel clearly has the manufacturing muscle and the cash in the bank to outlast AMD in a price war.

the assumption is that price war would lead to small to negative margins. True, amd value would go to zero while intel value would just get close to zero. OTOH that would imply hundreds (plural) of billions in losses for intel and only 10 bil for amd. Intel would be a penny stock then.
But if you decide to deal with reasonable scenarios then amd's structure require less profit margin than intel's. IOW $100 average asp is not the end of the world for amd but it is the end of the world for intel.

Re: we punish people and companies for being successful.

that is not true at all. Successful company still have a way to make money as long as it does not interfere with progress. Monopolies did make us great by exploiting the existing ideas at low cost but they failed to remain competitive. The shining example is intel's effort to pass amd if not for that effort we would still be using pentiums-100MHz.

re: squawking that Windows "costs too much."

and here is the example of how bad monopoly can get. It is not the price that is the issue but rather the lack of competition.

re: "dumped"...because it's pretty obviously the case that chips are often introduced at prices way below their manufacturing cost, at least early in a cycle

you need to look at the present value of the product line

re: A company like AMD, which currently exists as a parasite on Intel

Is that because amd is eating intel's lunch? As I said before intel's success was created by ibm and without amd there would not be intel today. Amd introducing faster products while intel is introducing products with higher frequency so you tell me who is swimming faster. AMD got a series of innovations that were followed by intel like 3dnow, ht so you tell me who is parasite

And the bottom line is that don't blame amd's success for intel's failures.....

Regards
-Albert
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