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

To: Win Smith who wrote (54374)	9/10/2001 5:06:36 PM
From: Ali Chen	Read Replies (1) \| Respond to of 275872

"Postmodern economics, marchitecture, or monopolistic practices? You can pick." How about this: Intel's crystally-honest management: "We are listening to our customers and give them what they want" <GGG> To be on topic, I'd like to add that it is obvious to everyone that Intel is trying to shake AMD off his tail, to protect high margins of their CPU business, and does not give a damn about customers nor partners. At any cost.

To: Win Smith who wrote (54374)	9/10/2001 6:00:58 PM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 275872

Win, <The "world", in the sense of the pricewatch proxy for the open market, seems content to pay Intel $171 for a 1ghz Piii, and $149 for a 933mhz part, as opposed to $181, $160, and $125 for 1.7, 1.6, 1.5 ghz P4's. > The PIII is being phased out, your example is questionable. <"world" seems content to pay Intell pretty well for Piii parts. Which do you think Intel makes more money on, given the relative die sizes?> In the long run Intel makes more money with the P4. Intel will lose market share, business and money, if it were to compete against the Athlon with the PIII (which as an AMD proponent is what you want). You can't understand this? Intel has 75% of the market. The "world" has spoken. SK