Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

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 231.83

+1.7%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bacchus_ii who wrote (49430)	7/31/2001 9:13:02 AM
From: dale_laroy	Read Replies (1) of 275872

>There is a need for a certain size of the market-share that AMD have to reach in order to calibrate R&D and good usage of productions facilities. If they can't reach it, Intel will again smash them eventually.< Perhaps this is true, but is this in units shipped or dollar volume? If they need a certain size in dollar volume, then sacrificing revenues for unit market share is suicidal. Additionally, I warned them years ago about the dangers of a price war. If Intel were selling 1.0 GHz PIII for $600, and AMD were selling it for 20% less at $480, the difference in price would be $120. If Intel sells the 1.0 GHz PIII for $200 and AMD sells the 1.0 GHz Athlon for $100, the difference in price is only $100. Which scenario leads to a larger difference in price for retail systems and greater market share gain?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next