Re: did Intel stock price ever hit $25 by year end?
Is that the best you can do in response to:
It's over, over, over, for Intel, and all because of AMD.
Not that Intel won't keep selling lots of CPUs, but they will never again sell $25 parts for an ASP of $200.
Because of the competition from AMD, they now have to sell $125 parts for $130.
The minute they stop pouring just about every dime they can scratch together into keeping 6 of their FABs competitive with AMD's one FAB, they start losing market share.
Their problem is that they're trying to maintain production of 3 times as many CPUs as AMD ships, and their parts are almost twice as big, so it takes them 6 FABs to keep up with AMD's one.
What Intel wants to do is to go back to the days when there wasn't any competition, and they could sell cheap-to-FAB parts made with old, already paid for equipment. Instead, Intel has to junk $10 million dollar machines and replace them with new ones every 18 months - and while they're doing that, they can't make any money.
Intel can hang on to their business, but as soon as they try to take any money out of it, AMD starts gaining share again. |
