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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.42-0.1%3:59 PM EST
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To: Dan3 who wrote (82587)6/15/2002 4:36:42 PM
From: Bill JacksonRead Replies (1) of 275872
 
Dan, You have highlighted Intel's vulnerability.
Price competition works best between equals, as the cuts hurt both the same or with a tiny competitor with 5% or so. AMd with 30% is able to ccompete in all but the top serverspace and thus the Intel ASPs are hurt in almost all sectors.

I bet this second quarter will see Intel in the red.

bill
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