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To: greenspirit who wrote (40570)11/18/1997 12:13:00 AM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Michael - Re: "These price breaks, if they indeed are true, tell me Intel is not willing to relinquish one percent market share without a serious battle. "

Despite the deep price cuts, Intel's meargins were only modestly impacted in Q3.

As Intel transitions more products to the 0.25 micron process, they may be able to implement these newer price cuts again with minimal impact on margins.

As for AMD, their margins will tank unless they have a major break through in orders or yields.

Paul