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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)

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To: inex who wrote (2541)1/10/2008 2:50:32 PM
From: chipguy   of 2596
 
Now, with products which don't compete directly with Intel, AMD can in fact wage a price war in the CPU market and hope to at least break even.

ROFL. There are a few classes of chips that sell in higher
volumes than x86 processors and a few classes of chips
that sell at higher gross margin $ than x86 processors.
But x86 processors are far, far, away in a class entirely
on its own in combining the two - volume times margin $.
That is why Intel is the biggest, and by a long shot, the
most profitable chip company in the world.

The idea that AMD can sell something else in sufficient
volume and at sufficient margin to subsidize its losing
battle against Intel in x86 processors is so ludicrous it
is almost beyond belief that any thinking person would
suggest it.
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