AMD: Expenses Must Be Aggressively Reined In [View article]
The key for AMD is market share (without reduced ASPs) and they know it. At 30% market share AMD becomes insanely profitable, and Intel becomes a break even company headed to $3. With those volumes Intel loses its monopoly leverage, and AMD becomes immune to Intel pricing actions. Intel knows this as well, which is why they broke anti-trust laws to keep AMD below 20% market share.
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The key for AMD is market share (without reduced ASPs) and they know it.
Jul 23 22:42 pm
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All Comments by amdman »AMD: Expenses Must Be Aggressively Reined In [View article]
At 30% market share AMD becomes insanely profitable, and Intel becomes a break even company headed to $3. With those volumes Intel loses its monopoly leverage, and AMD becomes immune to Intel pricing actions.
Intel knows this as well, which is why they broke anti-trust laws to keep AMD below 20% market share.