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: hmaly who wrote (95358)	2/27/2000 11:48:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1573811

Re: "And here we have you telling us in the above post where you say " A flood of coppermines etc." I assume that is based on your banner and that Intel shortly will have 6 fabs producing one million coppermines/wk. for a total of 78 million coppermines/q and 312 million chips/yr. " I said no such thing and I meant no such thing. Too bad you spent all that time typing. A "flood of coppermines" means the supply is no longer capacity constrained and Athlon will no longer enjoy a marketplace where their competition can't supply the demand (whatever that number is) and customers turn to Athlon not because it is their first choice but because it is their only choice. There will still be many Athlon customers and AMD will still sell Athlons but the marketplace will offer a better choice to customers than it has to date. Even with the most favorable conditions AMD was unable to unload all their products. With a limitless supply of CuMines does it seem that AMD would fare better?. Re: "Secondly there are laws against starting price wars to drive competitors out of business. Why do you feel that Intel has an inalienable right to be the only company on the whole planet which can produce x-86 chips. Almost every business on earth in a capitalist economy has competitors. Its there, it happens, get used to it. " Where is it written that AMD can lower their prices and Intel can't follow suit? In the mind of the AMD loyalists, AMD can fire shot after shot at Intel but it isn't a "WAR" until Intel fires back. Then they will claim that Intel started it. AMD sold their processors below cost for years always maintaining a price point below Intel's. It drove Cyrix out of business but it only became a "WAR" when Intel decided to compete for the low end by still pricing their products ABOVE AMD's equivalents. So AMD can practice predatory pricing to claim market share, dump their products below cost, drive their competition (Cyrix) out of business and then cry foul when Intel attempts to regain some of that lost share, even if Intel is pricing above AMD and still selling their products at a profit. This line of reasoning never ceases to amaze me. You guys need to realize that competition means that both sides get to compete. Both sides get to go after market share. Get used to it. Re: "By holding a fab in reserve, how in the hell is that hurting Intel you idiot?" You obviously didn't understand the point. When you start insulting it's time for the conversation to stop. EP