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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (72997)	5/15/2001 11:20:28 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

If VIA starts taking market share at the low end, you can bet that Intel and AMD are going to have a continuing, long term, price war at the high end. This could be ugly for both companies, but I think Intel has the more to lose. In a sense, you're right. With much more in the way of resources ("Intel has the more to lose") Intel can last much longer in a protracted war than AMD can. AMD can't afford to undergo a long, continual battle. What was Jerry's statement in a recent call? "We won't participate in a price war", or something like that? LOL! Yes, they will, but they can afford it much less than Intel can. That's the beauty of being #1 in your market -- you have a lot more resources to fight these battles than the (distant) #2 player has. If Intel continues the fight, AMD will probably go into negative profitability in the next quarter or two.