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


To: Tenchusatsu who wrote (60760)10/29/2001 2:05:23 AM
From: hmalyRead Replies (1) | Respond to of 275872
 
Tench ReI can easily point out how AMD started it with their "25% discount" policy several years back. <<<<<<<<<<<<

Amd has always sold at discount to Intel, because Intel is the name brand; just as any generic would sell at discount.

But then I'm sure someone else can point out something Intel did before that.<<<<<<<<<<<<<

Talk about stupid. Intels previous price war in 1988 had to be the stupidest ever fought. Intel drove Cyrix and another chip maker out of the low end, and then didn't have enough capacity left to satisfy both the high and low end, which allowed AMD to sail in and capture the high end. A yr after Intel started that war, AMD wound up dominating the high end, and had a shortage going, which made its chips in demand, and Intel had a bunch of unhappy customers. Intel starts another war in 2000, winds up losing 10 billion in revenue for a 1/2 point market share gain, and now is going to repeat the wonderful tactic again Monday; amid shortages for the P4 478 pin chip. Geniuses.