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wbmw

07/30/08 11:45 AM

#65693 RE: mas #65685

Re: They were both thriving until Intel decided to cheapen dual-cores as a currency and sell them as if they were single cores.

An excellent strategy that won them back their revenue MSS.

Re: Intel made its best profits when it was selling high clocked single core P4s at $1000 and now only quad-cores sit there.

Nothing's changed. Intel had 1 or 2 high end $1000 skus then, and they have 1 or 2 high end $1000 skus now.

Re: Intel was in too much of a hurry to bring cheap multi-cores to the marketplace just so it could hurt AMD.

Only in your mind. In reality, Intel could make a dual core with the same mm2 die size of yesterday's single core. Therefore, they could price it the same and profit from it. Bottom line is that Intel has indeed profited. All financials are up, but the stock price hasn't caught up, yet. I blame that more on macro-economic factors, because the financials all look positive.
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Maui

07/30/08 1:49 PM

#65706 RE: mas #65685

Mas,
Intel's stock hasn't thrived since 2000.
The notion that Amd is a poor victim of Intel's Price war is BS. Didn't AMD cut prices to hang-on to their 'naive' 30% MSS goal and failing miserably (and also posts huge loses as a result). Didn't AMD introduce the $1000 pc to udercut ASPs few years ago.

Why does there have to be only one aggressor in Intel-Amd saga?

Maui.