Delivering the knock-out blow to AMD?
<< Message #137811 from muzosi at Jun 20, 2001 8:18 PM
just HOW is Intel conducting a PRICE WAR...?
p4 1.5 ghz started at around $800; now p4 1.7 ghz is selling for $320, 1.5 is selling at $210. this is the fastest price reduction in the history of intc. if it is not a price war to fight athlon, i am open to spin to figure out what it is. >>
This is also a period of gluts of chips, of collapsing dot coms and teleco companies, and of a recognized substantial chip recession.
Not factoring this and making a claim that "Intel is engaged in a price war" is short-sighted. This may be part of the strategy, to knock out AMD, a la CRUSH II, but there are exogenous factors which probably dominate pricing.
(Personally, I think this recession will in fact deliver to AMD a devastating blow. With the Intel machine rolling along, firing on all cylinders, AMD is likely to be under enormous financial strain...soon. Were Intel to decide to swat down this pesky little copycat company, now would be a very good time to do it. Transmeta, too. By the time the dust clears, both could be either gone or absorbed.)
--Tim May |
