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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (133833)	5/1/2001 8:58:52 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Sanders has been planning for a price war? What ever happened to "Don't fight with pigs"? Sanders is a pretty wiley coyote. He just didn't bother to append, "unless they refuse to sit quietly by, while we take big chunks of their market share away from them." To me, the most interesting thing is the way that AMD has been functioning as the "Gorrilla" of the industry for the past year or so - despite its (relatively) tiny size. Intel pushed for (and designed its products to work with) Rambus memory, while AMD pushed for DDR. The industry has gone with DDR, and intel is scrambling to redesign its products to align them with AMD's lead. If it weren't for the fact that you can't be said to be dumping if you're making money, I'd have to agree with the comment that it's AMD that appears to be dumping. Certainly AMD has led the industry to new pricing structure for CPUs, once again leaving Intel scrambling to keep up - and that at a time when it needs profits to cover a major investment cycle, not its lowest gross margins in many years. AMD was ahead of Intel in the move to copper and PODs, and is leading it in the move to SOI. The commodity producers, Infineon and TSMC have led a move to 300mm wafers, and Intel looks to be ahead of AMD in that area. For (hopefully) high margin CPUs, a 20% speed advantage from SOI looks to me to be a lot more important than a 30% cost advantage from 300mm wafers. In a few years we'll know if AMD was right once again, or if Intel made the better decision on that one. On the issue of Rambus, it seems to be going into meltdown this morning. That probably won't be a major factor for P4, but more bad publicity regarding P4's platform can't help. Dan