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


To: Elmer who wrote (60907)10/29/2001 4:15:39 PM
From: hmalyRead Replies (2) | Respond to of 275872
 
Elmer Re...AMD started the price war and Intel simply responded. <<<<<<<<

I already have shown my link to businessweek several times, which says Intel started the price war. Show me a link to show otherwise.,

and nobody starts a war by pricing higher than the competition. <<<<<<<<<

First off, Intel is the name brand, and as a name brand, Intel would normally carry a 25% price premium. In addition, in that 25%, Intel also pays for advertising costs, and engineering costs. So Intels 25% premium includes several enhancements. If Intel drops the price to 10% over AMD, Intel actually is pricing their product below AMD's, because Intel's price includes branding, advertising and engineering services.

I don't call driving a company into a $100 million loss an example of outdueling his profitable competitor, but then again you can't figure out who started the price war so I guess at least you're consistent.<<<<<<

Ahh, but I have figured it out and I have provided you links. Why don't you provide more than hot air. Secondly, Tench and I are talking about a 3 yr period, when Barret took over for Moore, which encompasses 9 q. not just one. Is there any question Barret can drive AMD into the red. No. Has Intel profited from it. No. So why should Intel continue to start another round today? Got me.



To: Elmer who wrote (60907)10/29/2001 4:19:57 PM
From: PetzRead Replies (2) | Respond to of 275872
 
Elmer, <I don't call driving a company into a $100 million loss an example of outdueling his profitable competitor>

I think you, and most of this thread, are forgetting that this is the deepest semiconductor recession that has ever occurred. If something like this had happened at any time between 1990 and 1997, AMD would be on the ropes.

Petz