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: ptanner who wrote (88369)	1/19/2000 9:41:00 PM
From: Bill Jackson	Respond to of 1578861

PT, Intel will probably leave prices as high as it can because AMD lacks the capacity to ship enough to replace all that Intel makes. Those that cannot buy an AMD part will have to buy a more expensive Intel part. During this period AMD will sell everything it makes and try to make more but it is currently ~17% of Intel and will have problems getting that over 30% in the next year~ double. If intel suts the prices on it's 83% across the board to stop amd from going from 17 to 30% it will lose big revenue. It will compete in a segement or two(those where it has low costs and AMD has high costs) and keep the others high as it can to maximise revenue and hope that a tech solution appears from Via lawsuits or next generation products. Bill