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


To: dougSF30 who wrote (41468)5/29/2001 12:40:41 AM
From: Jim McMannisRespond to of 275872
 
RE:"Also, it only takes 1% of the workstation market to collapse Intel's margins there. Once *any* competition exists, those Xeons will get an awful lot cheaper real quick. Or if not, 1% will become 50%."

As paranoid about losing market share as Intel is, it may not even take 1% to get them to slash prices.

OTOH, Intel has built up a lot of animosity over the years with heavy prices so I expect AMD to get immediate penetration...