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 (58785)5/19/1999 4:31:00 PM
From: grok  Read Replies (2) of 1582879
 
Re: <IMO, Intel would do lot better conceding market share than collapsing ASPs.>

Nope, this won't happen. Intel has all those fabs pouring out parts and they will not allow anything to shut those fabs down. In fact, rather than considering reducing market share they are planning on expanding beyond PC CPUs to many other areas in order to become even more dominate even if these new areas are much lower margin areas than the PC biz currently is.

If the crisis comes, Intel will collapse the ASP and retain market share. Of course this will devastate the stock price but:
1. As the low cost supplier and with a huge cash horde and with the best brand name they can hold out longer than anyone else so the devastation will be temporary.
2. Intel didn't get to where they are today by running away from AMD or anyone else. They will stand and fight.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News