Things aren't all that rosy at Intel

What if they held a price war: ... and nobody came?

Price saber-rattling is more like it. Intel has to flush its bloated stock of NetBurst chips, and if that happens to hurt AMD I'm sure Paul won't lose any sleep.

On the other hand, AMD isn't making much money from the low-end chips where Intel is doing most of its business so tossing some loss leaders out won't cost them much and may end up hurting Intel more than AMD, while keeping AMD in the game.

The real money for AMD is in the server space, and right now they're still on allocation there.

In other words, there's more noise than action in this; it's a price war that neither side cares all that much about.

Also, you might look at margin rather than profit -- in the semiconductor space it's a more reliable predictor of where things are headed.

Then there's Dell ....; Posted by: Yagotta B. Kidding Posted on: 07/20/06 You are currently: a Guest | Members login | Terms of Use

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What if they held a price war Yagotta B. Kidding | 07/20/06

Memory matters Yagotta B. Kidding | 07/21/06

What do you think?