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

To: AK2004 who wrote (37876)	4/30/2001 4:13:20 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

albert: "The point is that intel can pretty much define their own cost and GM. Intel can make cost of p4 less than 1/10 of the cost of celeron if they would really want to and then recognize the losses as one time non-recurring losses couple of years later." Something tells me when I look at Q1 margins reduced by 12 points that the game you cite has run its course and INTC is now having to pay the piper...If INTC could, they'd have avoided such an enormous margin erosion in Q1...Just no where to hide anymore is my guess!!!