SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Charles R who wrote (58518)5/18/1999 12:34:00 AM
From: kapkan4u  Read Replies (1) of 1575490
 
<Chuck - re: Intel's stock price does not depend on K7 or anything else that AMD does - It depends on how Intel responds.
And, right now I am not comfortable with their response.
Intel appears to be trying to kill off AMD before K7 instead of going for a successful duopoly while conceding market share slowly.

I could be wrong about this but am trying hard to understand strategy behind the current ASP drops and can't find any good explanation. >

Thank you Chuck, I have been trying to say the same on this thread. I tell my former Intel management: Face it, AMD is here to stay, don't destroy the x86 CPU business. There are enough profits for both companies.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext