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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: jcholewa who wrote (11404)	10/4/2000 3:32:27 PM
From: niceguy767	Respond to of 275872

jcholewa: "It'd be nice if AMD's Execs could explain in their CC precisely why Intel cannot engage in such a price war. It's not that difficult a point to bring across, and repeated application of the explanation might eventually bore its way into analysts' skulls." Comment: Couldn't agree more!!!

To: jcholewa who wrote (11404)	10/4/2000 4:41:20 PM
From: hmaly	Respond to of 275872

jcholewa Re..<It's not that difficult a point to bring across, and repeated application of the explanation might eventually bore its way into analysts' skulls.<<< JC, you are going to need more than mere talk to penetrate that thick and hard of a skull. You might consider a diamond tipped water cooled core drill however. Harry

To: jcholewa who wrote (11404)	10/4/2000 5:13:56 PM
From: Chung Lee	Read Replies (1) \| Respond to of 275872

JC, It'd be nice if AMD's Execs could explain in their CC precisely why Intel cannot engage in such a price war. I can't figure out how Intel can start a price war.... One can buy 1.1GHz tbird @$646, I am sure AMD makes quite a bundle per chip there, and Intel has no ammunitions there, with the 1 GHz tbird now going for $421 vs 1 GHz coppermine of $703, what can Intel do? One can buy 1 Ghz tbird, premium motherboard (Abit/Asus) plus 128Mb memory for the same price of a coppermine, and AMD going to raise the bar again with the immenent release of 1.2 GHz, probably before the P4 even be available in limited qty. If Intel can produce enough 1GHz and price with only slight premium to AMD's, it will destroy their overall comfortable margin and Intel's stock price.