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Re: upc post# 39807

Wednesday, 07/14/2004 7:18:01 AM

Wednesday, July 14, 2004 7:18:01 AM

Post# of 97749
Intel has the bottom of the market sewn up. They have a big investment in capacity,and AMD should not play in this arena, unless it is excess to their supply-demand.

On the server side you hit the nail on the head, Opteron is erroding Intel Margins, but they are great margins for AMD.... historically speaking.

Intel are unlikely to destroy(yet!) the top end by a price war, because this would destroy them.
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