Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Amy J who wrote (61830)	6/15/1999 12:04:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573695

Amy RE the info appliances, do you know what %tage of intc's is pc's vs servers? I had checked it out once but can not remember what I learned. The breakout would determine whether the article (that I can not find), which stated that ias would reduce the need for pcs and simultaneously reduce intc's primary position in the chip industry, had any factual basis behind it. As for amd vs intc I was not recommending that they not remain competitive but rather that they not price war/discount themselves to death. To go back to my boeing vs airbus analogy. boeing has sold 100+ 717 aircraft at such big discounts in order 'to win' the dominant share in this plane category that it is believed they will make no $ at all on those orders. Don't you think that that is ludicrous and that there may be another way to remain competitive without doing each other in?.....its not too unlike that movie "The War of the Roses". Maybe there is no way to structure 'reasonable competition' but I would think that it is worth a try. And I agree competitiveness is what keeps BOTH amd and intc moving ahead. ted