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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Fred Fahmy who wrote (54727)	4/8/1999 12:21:00 AM
From: Process Boy	Respond to of 1571439

Fred - Exactly!! Also, I just like to compete, abeit vicariously in this case through my employer's fortunes and more directly my own, and part of that these days is "trash talk", a la sports, for lack of a better term. I am not literally shaking in my boots over AMD's latest press releases. I've been through this several times (MOT68xxx, SPARC, MIPS, , AMD, Cyrix, Power PC, AMD again, Power PC again, AMD again, etc.). I do believe (from my perspective as an Intel investor and foot soldier) that Intel needs to respond to ongoing threats to it's business just as seriously as all the previous one's it's encountered, and to ultimately have similar or same results. For me it's a balance between terror of the competition on one end of the spectrum, and saying "Oh well AMD will screw up again" at the other. PB <re: "Intel has nothing to worry about. AMD will soon collapse" You have this all wrong. Many Intel supporters don't want to see AMD collapse and many don't think AMD will "collapse". Although given their continued financial dilemma, they could be forced to eventually sell out like Cyrix. Nope, the idea isn't to put AMD out of business. It's to keep them in their place and help protect Intel from the feds. AMD is like the fly on the ass of an elephant compared to Intel. Intel, could turn around and smash that fly anytime it wanted to. There is nothing illegal about pricing products anywhere above cost, especially when they are still above the competition. If it was Intel's intention to "run AMD out of business" they could. Sure it would cost them money and the stock would suffer short term, but they could do it and probably still show a healthy profit. The fact that AMD has chosen to price so aggressively is not Intel's fault but it does give Intel the ability to do a lot of damage because no-one in their right mind is going to argue that Intel doesn't have the right to match AMD's price...especially since AMD is selling below cost. Yup, AMD has given Intel the rope to hang them, but that's not what is Intel's best interest. In addition to providing Intel with a non-monoply defense, I think AMD is good for the consumer, good for the industry, and good for Intel/INTC. There is no doubt in my mind that Intel would not be the same leader if it were not constantly being challenged by formidable competition. Competition leads to innovation. No challenge leads to under achievement. FF PS: Do you think S&P will lower their credit rating...again?