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bobs10

04/13/04 10:31 AM

#31264 RE: chipguy #31263

What it means is that INTC has again decided, through its' constant bumbling, to help AMD out.

It really is amazing how often INTC has avoided the knock-out-punch of just lowering prices and grinding AMD into the dust for the quick fix proprietary solution. Frankly, I've been completely bemused by INTC's actions. The only thing that has made sense is that lowering prices solution is just too blatant and would expose INTC to all sorts of nasty things like SEC investigations and the Japanese investigations going on right now.

INTC has traditionally had 4 things over AMD. These were better processor design, better production facilities/processes, better marketing and a lot more money. What we've seen lately is a total dropping of the ball by INTC as they have allowed AMD to gain superiority in processor design as well as production processes. The result has been a reduction in the INTC advantages to manufacturing capacity, marketing, and money. While those advantages are still formidable INTC no longer has the ability to terminate AMD's existence at will, like they used to have. All the mistakes on mistakes at INTC have provided AMD with breathing room that could eventually cause severe problems for INTC. The next year or so should tell the tale.

Anyway, I continue to watch AMD intensely, and if the situation changes I will adjust. In the mean time I expect to make gobs of money, something you INTC fanatics don't seem to care about.

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dougSF30

04/13/04 11:31 AM

#31267 RE: chipguy #31263

As Rivet put it, "I get paid in dollars, not units." It's *revenue* share that matters.

Doug