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To: Road Walker who wrote (167838)7/9/2002 8:04:00 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 186894
 
JF, <And you have to agree, if AMD were to go to the trash bin, Intel would enjoy a better gross margin.>

At the expense of a somewhat smaller PC market, at least in terms of overall units.

Tenchusatsu



To: Road Walker who wrote (167838)7/9/2002 8:08:01 PM
From: Jim McMannis  Read Replies (2) | Respond to of 186894
 
RE:"if AMD were to go to the trash bin, Intel would enjoy a better gross margin."

Included would be a reduction in cost per chip as well as higher ASPs...

Jim



To: Road Walker who wrote (167838)7/10/2002 12:13:17 AM
From: semiconeng  Respond to of 186894
 
Just using his bad premise to make a point. Higher costs can be good for the box makers, assuming they manage their business.
And you have to agree, if AMD were to go to the trash bin, Intel would enjoy a better gross margin.
John


John,

Brilliant minds think alike eh?? Since when is it bad to make money? And to think I almost didn't post it....

Message 17714501

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