SI
SI
discoversearch

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: Paul Engel who wrote (15437)10/22/2000 2:07:35 AM
From: dougSF30Read Replies (2) | Respond to of 275872
 
Paul, you fail to consider a simple possibility re: the X-box deal:

Could it be that the *very same deal* (same profit/loss margin per chip) could have been good for AMD, yet bad for Intel?

How could this be? Think about it. For both AMD and Intel, the CPU-profit will be minimal. Tiny. Yet, if the deal had gone to AMD, the PR impact would've been huge. Microsoft going with an AMD CPU instead of Intel, the big guy? Shocking. That the deal went to Intel isn't big PR, it merely deprived AMD of a big win.

So, AMD wouldn't be making squat off the deal, had they won it, but that wouldn't have been the point. The PR would've made it worthwhile. Intel won't be making squat. They get no big PR win, but they did deprive AMD of one, at the cost of giving Microsoft millions of chips at bargain-basement prices.

Hope that clears things up for you.

Doug



To: Paul Engel who wrote (15437)10/22/2000 9:36:24 AM
From: Bill JacksonRead Replies (2) | Respond to of 275872
 
Paul, Now, with Intel very tight capacity wise, Intel will have to displace higher paying ships to make these low end wonders for MSFT.......
Reminds me of the old poem:
The Rime of the Ancient Mariner:

"Instead of the cross, the Albatross
About my neck was hung."

Instead of the cash, the contractloss
About Intel's neck was hung.

That MSFT contract looks like an albatross to me.

Bill


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News