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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: Petz who wrote (147644)1/13/2005 8:37:01 AM
From: TechieGuy-altRead Replies (3) of 275872
 
But lower Flash prices obviously hurt AMD more than Intel, so it was obviously a good strategy to cause more pain at your rival than you cause to yourself.

Intel's strategy is not to cause pain to AMD. It is to keep AMD from looking like a winner and with ~50 of AMD's revenues coming from flash and only ~10% of Intel revenues coming from Flash, flahs is a huge lever that Intel can use to gore AMD's profits- thus keeping AMD from looking like a winner- which AMD was more and more likely to do based on its CPG results.

Once you start looking like a winner, you start becomming a winner and everyone wants to be on the winners side.

It can become a cascade effect that Intel would not have been able to stem- even with competitive products coming on line in 2006 and beyond. It's imperative that Intel (will) do everything to keep AMD from looking/being successfull while they get to their more competitive offerings in CPG.

TG
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