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

To: Goutam who wrote (84538)	12/31/1999 6:59:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1573116

Re: "Very interesting. My answer to this is, Intel getting past its stumble can do good to Intel but can do no significant harm to AMD other than providing increased competition and slight increase in the pricing pressure. But if you are implying more to that question - Intel getting past its stumble as Intel resuming some kind of price war - forget about it. Can Intel do significant financial harm to AMD as it was able to do in the past? IMHO, the answer would be yes, but only when Intel is willing to see its stock price around $35 from the current levels. Now let me pose the same question to you with a different twist - what happens when Intel doesn't get past the stumble?" First let me respond to your statement about Intel resuming some kind of a price war. As I'm sure you already know, AMD is currently conducting a price war by undercutting the CuMine prices. It is typical of this thread to view any response by Intel to AMD's attacks as "Intel is starting a price war". Like America started the war with Japan after Japan bombed Pearl Harbor. Your second issue is "Now let me pose the same question to you with a different twist - what happens when Intel doesn't get past the stumble?" I see you suffered a type, saying "when" when you meant "if". My response is I think they will get past this stumble. Intel has a history of recovering from adversity. AMD has a history of screwing up. While history is no guarantee of the future, it's proven to be a pretty good predictor. Could I be wrong? Sure. Could I be right? More likely. EP