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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.80+1.3%2:08 PM EST
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To: Elmer Phud who wrote (165056)7/13/2005 5:07:42 PM
From: economaniackRead Replies (2) of 275872
 
Elmer, one way or the other I figure we will find out soon enough.

I don't think AMD has been supply constrained any time since the 1999 K6 disaster. I suspect they have had periods when they could have doubled sales if the market was there. There have been lots of times when I dumped my shares because Jerry or Hector or Herb made some offhand comment about really tough competition in that voice that said that some major customer had suddenly cut off purchases. There may well have been times when they couldn't produce unlimited quantities of their most desirable products, or enough quantity to be able to replace an OEMs entire product line in the event of Intel retaliation, but that really isn't at issue.

Your claims that AMD and its investors just assume that something is amiss because they don't get the sales they expect fly in the face of all the evidence we have at the moment. AMD is alleging many specific incidents where Intel leaned on OEMs. We know that they suddenly dropped AMD products. Intel is issuing non-denial denials , "we have a battallion of lawyers to make sure we don't violate the law" isn't the same as "Our CEO did not fly to Taiwan to personally intimidate Acer." It may be that as evidence develops the AMD claims are undercut, but on the public statements at the moment, AMD has a strong case built on specific allegations and Intel is blowing smoke.
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