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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST
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To: wanna_bmw who wrote (52134)8/23/2001 2:38:00 AM
From: Dan3Read Replies (1) of 275872
 
Re: This is just another conspiracy theory

Not to be too severe, but you have to be less than naive to think that it's coincidence that AMD "retail" PCs are everywhere while every line with the label "corporate" is without AMD - zero exceptions. Such lines are periodically announced, than the products pulled. Try to find one of the HP omnibooks - vendors still show some of the part numbers but every trace of an AMD presence in that line has been erased from HP's web site.

Since the same basic machines are sold by the same companies that sell AMD PCs in their "retail" lines it's blatantly obvious that something else is going on. I'm not whining about it - what goes around will eventually come around. But be aware that the only reason Intel isn't already reporting huge losses is that they have a racket going when it comes to a large part of the PC market.

Like Tony Soprano's garbage hauling business, Intel's CPU business wouldn't be getting its present sales volume at the prices it's charging, absent the other "incentives". This is important only because a product selling because of its inherent value will generally decline only slowly, but a product selling as the result of an extortion scheme can see its sales evaporate from one day to the next if the ability to maintain the racket degrades.

If AMD can offer up enough production capability to make the OEMs feel somewhat protected from Intel retribution if they offer non Intel products in their business lines, Intel could suffer a very substantial revenue drop, pretty much from one day to the next.
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