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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.32-0.2%Dec 30 3:59 PM EST

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To: f.simons who wrote (23056)12/20/2000 6:20:41 PM
From: jeff_boyd___Read Replies (1) of 275872
 
"AMD To Blame For Pricing"

Someone posted something the other day about how Intel was the Saudi Arabia of the chip business and AMD was Angola. The argument over who is to blame has been argued countless times here, but at the end of the day AMD has no choice but to try to increase market share. Jerry has specifically said that he wants no more than 30% market share and he should never build capacity that would threaten to take more than this.

Intel is to blame for the weak pricing; not AMD. That said, if they feel a monopoly is necessary for their business model to work, they are absolutely right to not cede market share to AMD.

Regards,

Jeff
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