tcmay ...Re..* Intel and Rambus. This was a decision which turned out to be a bad one, it looks. So? This was not "sleazeball." In fact, AMD benefitted from this misstep by Intel. <<<<<<<
Sorry, but the article by THG on Rambus was a killer, because Van showed that Intel purposely fudged the tests and the figures were lies and damned lies. Van showed that the PIII at that time ran better on SRAM than Rambus in all situations except the one Intel used, which was with 800 rambus against 1/2 of the slowest SRAM. If Intel would have put the fastest Rambus against the fastest SRAM, Sram won, if you put the slowest RDRAM against the slowest SRAM, SRAM won, even if you put the slowest SRAM against the fastest RDRAM, but kept the amount of each even, SDRAM was even. In other words, Intel cooked the test. Even Dell put out test results verifying Van's results. That was the problem, Intel tried to get rich by cooking the tests; and that to me was sleezy.
<<<<* Low prices cutting AMD's ability to make a profit? AMD started the price war, let's not forget ("we will be priced 25% below Intel"--which they pretty much _had_ to be to get any business a few years ago).<<<<<
Elmer always like to claim that, however by definition, a price war is a lowering of prices to drive the competitors out of business. There is no conceivable way AMD can lower the prices enough to drive Intel out of business, as at that time Intel had 90% of the business, and 90% of the manufacturing. Even CNET agrees with me.
http://news.com.com/2100-1001-273975.html?legacy=cnet
Analysts shouldn't be surprised by the toll Intel's price war has taken on AMD. Earlier this week, Gerard Klauer Mattison analyst John Geraghty cut his sales target to $788 million and predicted that average selling prices would fall to about $66.
Robertson Stephens analyst Eric Rothdeutsch also said Intel's aggressive pricing was hurting AMD. "Solid unit gains appeared to come at a price, with steeper-than-expected price declines driven by weak PC demand and aggressive pricing from Intel," he said. <<<<<<<< |
