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

To: Dan3 who wrote (77119)	4/15/2002 5:17:33 PM
From: tcmay	Respond to of 275872

"Looks like Intel is delivering the old knife in the back to its partner SiS - having convinced SiS to emphasize support for P4 instead of Athlon, Intel is now launching 3 new chipsets targeted at SiS's market. It's a good lesson for Nvidia and VIA:" There are no friends, only business partners. Intel is obviously seeking to move into chipset markets it doesn't already control, just as Nvidia and ATI are attempting to move their graphics processors into Intel's core business, and so on. To expect that companies would cut deals to avoid competing in each other's markets would be naive...and such "no compete" deals would almost certainly violate the various antitrust and similar laws. (Imagine the furor if it came out that Intel and Nvidia had cut a deal whereby Intel would agree not to make graphics chips and Nvidia would in turn support only Intel processors.) People in this thread have remarkably naive views of how business works. Must explain why they think Intel is using "accounting tricks" to be profitable and why AMD is actually making more x86 chips than Intel makes. "To infinity, and beyond!" (Except that AMD is lower now than it was 20 years ago while Intel is at least a hundred times higher in the same period.) --Tim May