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

To: Jim McMannis who wrote (43887)	6/11/2001 6:42:52 PM
From: Road Walker	Read Replies (2) \| Respond to of 275872

Jim, re: Lets just look at the evidence. 1. Intel had to subsidize RDRAM...$70 at first then $50 then none but the price of a P4 went down to compensate for the lack of rebate. We have no idea who was contributing to that rebate. An easy guess would be Rambus, the retailers may have been subsidizing the rebate because they got better GM's on the systems, other PC component makers (not AMD). So you don't know the net cost to Intel. In addition, P4's were going for a higher price in those heady days, so the percentage of the sale was smaller. 2. Intel subsidizes avertisement. Generally acknowledged as one of the best marketing programs ever. 3. Intal has to be giving up something to get retailers to give a $200 Intel system rebate... Yea, but how much? 1 and 3 are not the historical norm for Intel. This is not a "historical norm" period for PC sales. I don't remember any previous AMD rebates. Imitation is the... They pay big bucks now a days for people who can figure out ways to extract money from the public without them knowing too much about it. The whole world is competing for the US discretionary dollar. It's what the whole system is about. It seems to keep a lot of folks working and living pretty good lives. John