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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: jcholewa who wrote (51405)8/16/2001 2:28:34 PM
From: AK2004Read Replies (2) of 275872
 
JC
barrett stated clearly stated his goal to regain lost market share. Even with 100% control over commercial and mobile (recently changed) sectors intel was loosing market share to amd. Barrett said that the price cuts would stimulate the market but the reality is that decrease in price of the chip is marginal as compared to the price of the system and (economics 101)market would absorb just as much as it would be willing to absorb. Hence the price cuts is to regain market share.
Now consider how much intel is cutting to add few % to their market share and you will see that it is less than optimal assuming that products would stay as they are and demand is irrelevant for that consideration.
AMD's new product line include chip designed for commercial use and mobile markets. Power consumption of mobile athlon is only 25% higher than pIII while pIII is on .13.
If amd would manage to hold on to OEMs (lost few already) and market share then mid next year we might see a lot of hammers in desktops.
But Barrett said that he wants to stimulate the market regardless the stats that show his action as slowing the market. I believe him, don't you.
Regards
-Albert
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