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

To: f.simons who wrote (23119)	12/21/2000 10:40:31 AM
From: bacchus_ii	Read Replies (1) \| Respond to of 275872

RE: "But with AMD parts selling for 1/2 of Intel parts, I just don't see Intel contributing to this problem to the same extent as AMD." And what were you saying when Intel was dumping celeron at less then 1/2 of PII. Gottfried

To: f.simons who wrote (23119)	12/21/2000 10:57:39 AM
From: jjayxxxx	Respond to of 275872

Frank, Market forces beyond the control of either company have certainly played a major part. Herein lies the meat of your post. But with AMD parts selling for 1/2 of Intel parts, I just don't see Intel contributing to this problem to the same extent as AMD. I don't think either company is in a position to arbitrarily sell cheap processors. If they aren't selling, you have two choices: 1) lower the price until they do, or 2) build up inventory (whereby they lose even more value). Of course, many here wish there had been a 3rd option previously exercised: advertising. On the other hand, I've seen lots of Intel ads, which may or may not have made a big difference in this 'PC buyers' market. Who knows, maybe _not_ advertising (if it would have been fruitless in this environment) was a 'brilliant' move by JS. <g> JJ