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10/02/03 7:00 PM

#14561 RE: Not a Short #14557

NaS, Re: Can't make up your mind about what it takes to starve out AMD?

I have. You just need to read what I said.

Starving out AMD does not require that Intel lower their ASPs to match theirs. In fact, with AMD currently losing money by the 10s of $millions, Intel would only have to lower prices a little for those losses to increase. If Intel were to lower prices to where they would only manage to break even, then AMD's losses would be enough to wipe them out in a few quarters.