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Re: Michael Moy post# 4432

Monday, 04/24/2006 7:22:18 PM

Monday, April 24, 2006 7:22:18 PM

Post# of 6903
you...

BTW, I do recall getting laughed at in March when I posted that
Intel will start a price war (I read it from some site). It
appears that rumors can be true.

me...

It wasn't me laughing, but I'm not sure I would characterize this as a price war yet. At least it seems AMD has deigned to enter the fray yet. Looks more like INTC is doing what it has to in order to position itself for NGA pricing and get rid of current inventory.

A one-sided price war is what, a shadow war? Kind of like INTC is shadow boxing with itself? Another interesting thing, I wonder if this means INTC could lose money this quarter?

All in all, it’s probably not a bad idea to tidy things up prior to the arrival of NGA and the resurrection of INTC from the dead. All those dead netburst processors lying around make for such carnage.

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