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Technology Stocks : Intel Corporation (INTC)
INTC 36.20+0.1%3:59 PM EST
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To: wanna_bmw who wrote (154894)1/11/2002 5:25:21 PM
From: TimF  Read Replies (1) of 186894
 
I do think it is arbitrary. There is nothing magic about that specific number. But somewhere in the neighborhood of 30% might be important to give AMD the critical mass to be able to keep up with spending on research and building new fabs. AMD shouldn't be willing to take a big drop in ASPs to move from say 28% to 30%, but I don't think they should just be happy with sitting on something in the low twenties.

Tim
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