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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%3:59 PM EST
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To: dale_laroy who wrote (47535)7/13/2001 2:41:08 PM
From: ElmerRead Replies (2) of 275872
 
It is not logic, it is a fact. Jack Tremiel made it quite clear that Commodore was in a price war with TI even as the Commodore 64 was priced higher than the TI 99/4A.

Exactly. Commadore was in a price war, just like Intel is in a price war. Being in is not the same thing as starting.

If AMD slashes their ASP by 10% to realize a 20% increase in unit sales, this is not a price war action, because AMD is increasing revenues. If Intel slashes their ASP by 10% in order to avoid a 5% loss in unit sales, this is a price war action, because Intel is sacrificing profits to retain market share.

You can make up any definition you want (and I know you will) but that doesn't make it so. AMD started the war by undercutting Intel's prices, which you guys think is all fair and good, and when Intel responds to the competition you cry foul. In other words competition is wonderful as long as Intel doesn't compete. AMD is entitled to it's share of the market and any effort on Intel's part to compete for that share is an Intel instigated price war. I say no way, too bad , sorry and tuff. Go cry to the EUC that big bad mean Intel is bullying you by simply competing.

EP
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