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To: Scumbria who wrote (80131)4/26/1999 8:59:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
SCUMbria - Re: "It appears that Intel will now own the entry level sector. It was very profitable for it's previous owners."

No it wasn't.

NSM has lost money in 4 straight quarters - Cyrix lost money in 6 of 8 straight quarters before that and AMD made a measley profit in 3 quarters out of the last 12 - the remaining 9 with huge losses.

Paul



To: Scumbria who wrote (80131)4/26/1999 9:57:00 PM
From: exhon2004  Read Replies (2) | Respond to of 186894
 
Scumbria:

re >>It appears that Intel will now own the entry level sector. It was very profitable for it's previous owners.<<

With Intel at the low end and the high end, the resulting squeeze may well prove fatal for amd and, in the long run, very profitable to intel. I don't believe intel does product line specific p&l splits, except for internal review, but I'll bet you their cost to produce, in all market categories, is significantly lower than the previous "owners".

What was that advice I've posted and seen posted by countless others on this thread? Something like: Don't compete, on price, with the low cost producer!!!