Intel Corp (INTC)

[jhalada]

wbmw,

No, they guided flat to slightly down, in anticipation of a seasonal quarter.

Yeah, but that is on a 14 week quarter, so if flat to slightly down is -5% to 0% it is effectiely -12% to -7%.

AMD explained the low guidance by saying that Intel may do something crazy, so they anticipated Intel's current strategy.

You have been challenged on this statement by numerous people using numerous reasonable scenarios, and yet you still repeat the same FUD without being able to address any of the challenges.

I am not sure what you want me to do. I don't disagree with you that Intel is trying to unload inventory, trying to keep market share, and one way to do it is to sell Intel CPUs at VIA prices. I just don't think it is a wise strategy.

Re: I think Intel's pricing strategy is flawed.

Of course you do. Intel's pricing strategy hurts AMD. Case closed.

Case closed? Look which stock is trading at multiyear lows, that's the one that's hurt here the most. AMD is hurt as well, which is why I am out of the stock. But cheering on Intel madness, suffering pain of stock price deterioration seems like masochism to me.

AMD and Intel are competitors, but in a way, they are in it together. The combined market cap has been shrinking as a result of Intel price cutting.

Joe