Replies to post #1154 on Intel Corp (INTC)

[wbmw]

Spokeshave, Re: Driving AMD out of business with overt price wars could have potential anti-trust implications.

It's less likely in this environment; especially under the current administration. Even if such a case were presented, pricing strategies carry very little weight. What a "price war" is to one company is "adding incentive to dwindling PC demand" to another.

wbmw

[Nitt]

re"Driving AMD out of business with overt price wars could have potential anti-trust implications."

AMD is the one losing boatloads of money while Intel's processor business is still making lots of money. You can’t penalize Intel for AMDs screw ups, and I doubt the current administration will go after one of it's strongest corporations and one that actually pays taxes and employs lots of people who pay taxes. Intel continues to command an ASP that is much higher then AMDs… it will probably be over $100 greater per CPU this quarter. I think any judge or jury would find it hard to believe that Intel “ran” them out of business with anything other than better business practices, better products, and better manufacturing capabilities.

Nitt

[Heidegger]

>>Driving AMD out of business with overt price wars could have potential anti-trust implications.>>

Yes, only AMD should have the power to engage in a price war! When Jerry S. announced that he would undercut Intel by "25%" on any processor, thus starting the price war of the past 3 years, was Intel supposed to just sit idly by?

When AMD finally is delisted and goes into Chapter 11, it will be because they failed to do solid engineering work. It will be because they copied Intel instead of innovating, because they waged a PR campaign on "QuantiSpeed" instead of getting a faster architecture (as Intel chose to do with P4), and because they spent their time hyping their vaunted SOI...which doesn't seem to work. "Whoops."

Oh, and having an absent CEO who chose to live in Belair or Beverly Hills or wherever and be shuttled from the airport in his AMD-paid-for Rolls Royce.

The destruction of AMD is a moral imperative for Intel.

H.

[Elmer Phud]

Driving AMD out of business with overt price wars could have potential anti-trust implications.

It is going to be very hard to convince anyone that Intel is conducting a price war by pricing their product ABOVE AMD's price.

EP