Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer who wrote (35076)	7/26/1998 4:45:00 PM
From: kash johal	Read Replies (3) of 1584956

I do not disagree withyou that Intel is much stronger than AMD. I guess the disagreement is wether AMD is hurting Intel. It seems a pointless argument when folks think Intel is invulnerable. Unfortunately for this type of thinking we are in high tech business and the only certainty is change itself. Intel is vulnerable, they have lost market share and ASP's are dropping. Their sales and profit margins have reduced and been flat for last year under AMD's assault. Intel is responding to lost market share very agressively with 0.25 and 0.18 ramp and the earlier push with Mendocino. To state that Intel is invulnerable and has not been hurt by AMD seems silly to me. If AMD had not been around they would have shipped another 2M units+ last quarter at higher ASP's and profits would have been at recored levels. With AMD ramping up to 3.5-5M pcs this coming quarter guess what will happen to margins/market share. One or the other WILL BE DOWN.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next