Thursday, October 02, 2003 6:27:08 PM
No, You've said it yourself many times that INTC gets a premium for their chips. If the premium is 25% then droping the actual price to even is similar to undercutting AMD's prices. But for that to work AMD has to not lower their prices in response.
edit: heh, I see just a message or two later you post this "No one is suggesting that Intel jettison their other businesses and their marketing budget to starve out AMD. Right now, Intel has >$1B profits every quarter, while AMD has tens of $millions in losses. Intel could starve them out by lowering prices to the break-even point. They don't have to undercut AMD."
Can't make up your mind about what it takes to starve out AMD?
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