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Re: wmbz post# 14369

Tuesday, 09/30/2003 2:08:56 PM

Tuesday, September 30, 2003 2:08:56 PM

Post# of 97749
wmbz, I think that's right. All those points are correct. There is a bunch of laws that prohibit Intel from completely crushing AMD, but just keeping them low is very expensive.

From second half of 2000 and almost for a year after that, AMD kept the performance crown, having the Athlon running faster than fastest P4. Intel spent close to 10 $billion in capex to make P4 faster than Athlon, and they did it. Northwood was finally the fastest chip. Pay attention that this is 3 times AMD market cap. The task of killing AMD would be twice more expensive, or 6 times AMD market cap. I assume Intel can't afford that.

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