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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.15+3.9%3:59 PM EST
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To: combjelly who wrote (201222)6/8/2006 10:54:31 PM
From: _Jules of 275872
 
To: Jozef Halada who wrote (201178) 6/8/2006 8:36:13 PM
From: combjelly Read Replies (1) of 201250

"and there is only one priority: to hold unit market share."

And there is good reason for that. The short term reason is that running partially full fabs is a disaster. But the biggest reason is that if the market break down becomes 70/30 or worse, then it is a tough uphill slog to take total dominance again. So tough that unless AMD pulls a long series of stupids and whoopsies, they can't regain their position. If they can't regain their position of dominance, then they can't impose standards, force the market to do their bidding and drain all the profit from the OEMs. They become just another processor supplier instead of the industry itself.

CJ your 100% correct IMHO.
And very well stated.

Jules
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