Intel is in a bind on Xeon pricing to their biggest volume customers. Because of the FTC settlement, their hands are bound on what they can do for the biggest customers in terms of pricing. Below that tier however, all bets are off. Even more interestingly, it seems like Intel is making these cuts in a very clever way to keep any potential revenue dips off the books. Part of this is through the ‘how’, the other part is because Intel doesn’t seem to be touching the high volume lines yet. Lets dive into the details.
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Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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