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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: burn2learn who wrote (162838)6/29/2005 2:45:30 AM
From: combjellyRead Replies (1) of 275872
 
"I guess they are saying the OEM's for other markets are idiots and don't have a clue what to sell."

Not really. At the retail level, there is little customer demand for a particular processor. Those that do tend towards white box or DIY anyway. At retail customers look for a) price and b) features. That accounts for the overwhelming vast majority of what customers look for. Given the competitiveness, the margins are really thin. So the marketing funds and discounts that Intel offers makes all the difference in the world. If an OEM doesn't get that money and their competitors do, then they are screwed.
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