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: Paul Engel who wrote (39470)	5/14/2001 2:30:29 PM
From: TimF	Read Replies (1) \| Respond to of 275872

Re: ", I suspect that AMD's pretty happy with the mobile margins that they're looking at. " We'll see how long that lasts. I imagine prices for mobile Athlon's will have to come down as Intel responds with its own price cuts, but I don't think that Intel is going to want to cut prices and margins on its mobile chips enough to keep the introduction of mobile Athlon's from increaseing AMD's overall margins. I think (and hope) that Intel cares more about making money selling mobile chips then it cares about blowing up its margins defending every % of market share. Tim