Re: It would appear that AMD is LOSING a price war that AMD started.
We'll find out just who's losing when the quarterly reports and guidance come out, won't we?
IMHO, Intel tried it's usual sleazy gang tactics and AMD responded by starting this war, because they knew they had the upper hand.
Here's what I wrote last Octorber 14, when you thought Intel's Q4/Q1 were in great shape:
<pure speculation> I think there were supposed to be at least two corporate PC deals, and that at the last minute they were cancelled. And it was due to Intel pressure on the OEMs.... AMD was going to get a handful of corporate SKUs. Then Intel's arm twisting pushed AMD out of the promised large business SKUs....
the microprocessor business equivalent of nuclear war. Unfortunately for Intel, all it has are conventional weapons right now. If Intel can come up a couple million P4's, P4 motherboards, and a couple million pairs of RIMMs between now and the end of November, and price the package (CPU, Mobo, and RAM) at less than $750, then Intel can negate what Jerry has launched.
<end pure speculation>
I really don't think Intel can ship more than a few hundred thousand in that time frame, and the cost will be much too high, so Q4 is really up for grabs.
We're all in for a wild ride.
Message 14582778
Here's what you, "blissfully ignorant Paul" were writing on the same day:
Why should that concern me ?
If Intel can sell 1 GHz parts for much higher than AMD can peddle 1.2 Ghz AthWipers, I'll be pleased as punch...
Also, Intel is transitioning into new, high growth market segments - Hand helds, Communications, Enterprise Server Hardware, Web Hosting, etc.
The issue should not be one of transition - that is NOT a problem.
STAGNATION is certain death.
Intel investors should be concerned if Intel WAS NOT CONSTANTLY TRANSISTIONING into new products, processes and new markets.
siliconinvestor.com
Blue skies and fair weather ahead for Intel last October, eh Pauli?
Congratulations on Intel betting the company on a move to comm... |
