Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: wanna_bmw who wrote (60951)	10/29/2001 4:30:54 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

wanna, Anytime a company can cost another company 3 billion at the cost of going -$100 million I see that as a victory of sorts. It is an axiom in price wars that the bigger person loses more and they do it to keep share. That is what has happened here. Intel chose to cut prices in the hope of killing AMD dead and then icnreasing prices again with their new 64 bit processor and eventually making that their own private fief....no outsiders allower, only Intel parts at Intel prices. Intel has a 'Pyhrric victory" It has defeated AMD and almost stalled AMD's share gains at a huige cost over the past few years. tens of billions of Intel's profits have vapourized, but there are still some profits left. Not so AMD, it is losing money as we speak and can only hope their 64 bit part will be good enough to make a buck and that it can hold on until that proposition is tested. AMD can survive for 2-3 years at current losses, hopefully the 64 bit part will make money ere them. Bill