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.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Dave B who wrote (43198)	5/30/2000 5:49:00 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

Dave: You forcast a price war between Intel and AMD this Summer and Fall. At first I wasn't sure if I agreed with you due to the danger to margins and earnings expectations, but now I think it will happen. Intel is setting the early stage now. Demand seems plenty high enough to allow Intel to manage a pricing war in its selected product lines without screwing up earnings guidance. AMD needs to launch Thunderbolt and other product initiatives successfully throughout the Summer and Fall to overcome Intel's huge capacity and cash hoarde advantages. The next sixty days will tell us a lot. IMHO