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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: Charles Gryba who wrote (154837)1/11/2002 3:25:45 PM
From: wanna_bmw  Read Replies (1) of 186894
 
Constantine, Re: "I know you are being sarcastic but the answer is no. Why would they do that?"

I was just testing you. :-)

Several of the AMDroids seem to think that Intel is purposely trying to flood the market in order to gain market share from AMD. They think that Intel will fail and just be stuck with the over capacity. It's all just wishful thinking on their part, and I was glad you posted what you did, because you specifically contradict that sentiment.

Re: "There's no way AMD can fab 30% of the market if they had to follow Intel to 512K ( and maybe even 1Mb ) cache cpus for the desktop/mobile market."

Interesting catch-22 for them, don't you think? Do you think they should go for the market share (through dwindling ASPs and dumping of volumes), or for processor performance leadership (lower volumes, but better prices)? I'm guessing from what you said that you don't believe they can do both?

wbmw
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