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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 251.97+0.9%10:50 AM EST
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To: TGPTNDR who wrote (105821)11/14/2003 1:13:02 PM
From: Dan3Read Replies (1) of 275872
 
Re: Iff they are not made one shouldn't be too surprised should AMD drop somewhat

Yes, there is a long and inglorious history of Intel using a combination of threats and bribes to jerk the rug out from under AMD wins at the very last minute.

I'm still intrigued by the recent flash information (shortages and rising prices for low density parts). One thing that was hurting FASL in the past was that they were pretty much supplying only the less expensive, loss-leader flash parts (since, in the pre-mirrorbit days, Intel was able to ship higher density parts). Now AMD has a very competitive line of high density parts, and Intel is probably having to raise its low density flash prices since it can't subsidize them with high density revenue. It's been a lot like CPUs, where Intel was dumping subsidized Celerons against Athlon and, just like in the CPU market, Intel can no longer subsidize its parts that compete with AMD with profits from other parts for which AMD cannot offer any competition - because there aren't any left.

Intel has been running and hiding from AMD competition for the past decade by making monopoly profits in areas where AMD wasn't maintaining a presence and trashing the market with subsidized parts wherever AMD offered product.

But there's now nowhere left to run and nowhere left to hide. Not in servers, not in high density flash, not in high end clusters, not in workstations, and not in mobile parts.

They're just going to have to let AMD make some money.
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