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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.78-4.8%Dec 12 9:30 AM EST

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To: f.simons who wrote (46545)7/7/2001 9:20:26 PM
From: Joe NYCRead Replies (1) of 275872
 
Frank,

The marginal cost to produce additional CPU is so low that the price wars are inevitable as long as both vendors are at a rough technological parity, and there is sufficient capacity.

I understand your frustration, since you are used to Intel having technological lead in a huge and growing market, where making CPUs was like printing money. However, this is not the norm in most of the industries. x86 market in Q1 and Q2 with Intel and AMD in their current shape (plus 3 or 4 other vendors thrown in) is more of a norm. This "blame Sanders" thing is ridiculous.

Joe
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