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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: Road Walker who wrote (157213)1/29/2002 8:20:53 AM
From: Dan3  Read Replies (1) of 186894
 
Re: AMD needs higher ASP's and subsequent GM's a lot more than they need a few points of market share

AMD has to maintain a certain minimum market share, and I think they're below that level right now. They may not need 30%, but the definitely need more than 20%.

AMD has to increase market share, and Intel has to try to stop them, at just about any cost, and both Intel and AMD understand that right now. So Price Wars, the sequel, is beginning.
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