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Re: mas post# 28860

Monday, 06/12/2006 2:54:23 AM

Monday, June 12, 2006 2:54:23 AM

Post# of 152299
Mas, However Intel have blundered inviting AMD to have a price war armed only with P4 products months before the first Core 2 product ships for revenue. AMD will say thank you very much and use their currently superior product and new capacity and take more chunks out of Intel's marketshare.

More like AMD will say, "Thank you ma'am, may I have another?"

A price war is going to hurt AMD more than Intel as AMD gets squeezed from both sides. AMD will find some relief in 4-socket servers, but that's not going to stop the erosion of market share.

IMO Intel is doing the right thing with respect to pricing. While Conroe ramps up in production volumes, Intel will and should heavily discount the older-generation Pentiums.

What do YOU think Intel should have done?

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