Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: A. A. LaFountain III who wrote (58722)	5/19/1999 10:00:00 AM
From: Charles R	Read Replies (1) of 1583277

I am out of my INTC today. Since Monday, when I became aware of the June price cuts, I have been thinking that Intel may not be trying to kill off AMD and the response to me seemed to be a realization on Intel's part that AMD is real. I think by going aggressively after pricing they now are setting themselves up for a prolonged period of low ASPs. The time for lower ASPs was a year back when AMD was just starting to show signs of life with the K6 - now the cat is out of the bag. I have concluded that Intel does not know how to respond in a CPU market where they are not the only player (of consequence, I mean). Intel management should probably take lessons from other folks in semiconductor and other industries where they know very well how to compete with one aggressive competitor. In any case I do not care anymore now - I am now out of INTC. Chuck

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