Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: Robohogs who wrote (162753)	6/28/2005 2:42:18 PM
From: Petz	Read Replies (1) of 275872

re: The mfrs needed access to the full range of chips and other associated products and could not afford to snub Intel given AMD's capacity limitations, historical delays and technical glitches, etc That's Intel's line, but its pure BS. If you are selling 100% Intel right now, and getting 25% CPU discount, how can you afford to come out with a line of Turion notebooks that might capture 10% of your sales, if Intel changes your CPU discount to 15%? The answer is, YOU CAN'T! And it has NOTHING to do with capacity limitations or technical delays. Even with perfect execution by AMD and infinite capacity, such monopolistic behavior makes it impossible to gain market share. Petz

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