Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.06

-1.1%

Jan 5 3:59 PM EST

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To: Michael Ohlendorf who wrote (23053)	12/20/2000 2:24:11 PM
From: TechieGuy-alt	of 275872

What I still do not understand is how the only two players (Intel and AMD)in this duopoly are going against each other with such force. The started price war is truly amazing and will hurt both at the end. Wouldn't the players in a duopoly tend to secretely do some price fixing. That is what everybody would expect here, but it does not happen obviously. There must be deep hatred between Jerry and INTC ! 80% (INTC)/20%(AMD) market share split is hardly a duoply. Specially in the every fluid processor market. The problem is that INTC has too much market share for it not to be up to mischief. AMD is still below the critical threshold where companies (OEM's) can put their foot down in the face of INTC michief, by depending on AMD. Till AMD achieves 30%+ market share, and one which is more evenly divided in all segments of the market, this will remain an unstable duoply (if you want to call it that). Another issue is perception of the competition by the other party. I don't think that before the Athlon, INTC ever considered AMD a "geniuine" competitor- worthy of respect. AMD was always a "minor" iritant that they would squash at the next opportune moment. TG P.S. Plus, Jerry probably hates Intel anyway :)

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