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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (82058)	12/4/1999 2:01:00 PM
From: DRBES	Respond to of 1573123

re: "If this were a case of a near term price war in flash, things would be different, but that's not the case. AMD needs at least $1 Billion a quarter, while Intel needs about $5 Billion. AMD is actually in a much better position to weather a CPU price war right now than Intel is." Interesting...I have actually been looking forward to this situation for some time now. AMD is lean, mean, and agile; while inteL is top-heavy, fat, sluggish, and STUPID. Enjoy the ride. Regards, DARBES

To: Dan3 who wrote (82058)	12/4/1999 2:07:00 PM
From: Bill Jackson	Respond to of 1573123

Dan3, It is a question of how much pain they want to inflict on the shareholders and how much pain they can tolerate from the class action lawyers that these pained SH go to. Price wars are best between equals...both are hurt equally. AMD does indeed have the ability to hurt Intel more than Intel can hurt AMD in total dollars. Will intel dip deep into the red to hurt AMD? They might if they can see it as a short term problem with a quick kill. I regret to inform intel tht there will be no quick kill and no matter what the majors will sustain AMD just to stop Intel raising prices. If Intel tries it and fails they will have burned billions for no gain and the lawyers will be ten deep all over them Bill