Replies to post #28860 on Intel Corp (INTC)

[Tenchu]

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?

Tenchu

[tecate]

I think Intel knows a LOT more about sales than you. They know what they are doing, they will regain some marektshare but obviously revenue will be down. So will AMDs.

[wbmw]

Re: you only have to look at my posts in Jan, pre-Spring IDF Conroe benchmarks, to see I was well aware of NGMA's potency long before most

Yet in spite of this knowledge, you are timid about it giving AMD much trouble, and you are undercalling the volume ramp. Intel's ramp of Woodcrest to 50% in Q3 with Woodcrest is going to have an enormous impact on AMD, for example, since this segment is AMD's most profitable. As for the desktop, which is Intel's slowest ramp, you have to account for stable image business upgrade cycles, as well as the large volumes of low end value skus that go to emerging markets and are easily satisfied with Celeron products. Taking that into account, Intel's Conroe desktop ramp is reasonable, and will be more than enough volumes to outsell every single FX, X2, or even Athlon 64 that AMD manufactures.

Re: 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.

Where do you get the illusion that Pentium D and Pentium 4 products aren't competitive? Certainly when they were higher priced and much lower price/performance, it was hard to see an informed buyer asking for one of these over an Athlon X2, but with the lower pricing, it's hard to argue against them. Right now, the Athlon 64 3500+ (2.2GHz) goes for $189, while the Pentium D 930 (3.0GHz) is $178. How can you argue the competitiveness here? The Pentium D will blow the 3500+ out of the water in most benchmarks. And starting in July, the prices will go even lower.

Your claims that AMD's product line will stand on its own superiority is based on nothing, no logical reasoning, no thoughtful consideration, no sound argument. You have nothing mas, and it's somehow sweetly satisfying to see you dancing around and looking for ways to make AMD look good, when they are clearly in for the fight of their lives.