Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.09

-0.3%

3:59 PM EST

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To: j3pflynn who wrote (181977)	1/2/2006 10:27:53 AM
From: rupert1	Read Replies (1) of 275872

Sounded more like an incompetent, uninformed sales force, incapable of determining the solution that best meets the customer's needs. I wasn't referring to that but to the logistics and economics of having a single supplier for CPU's. They mention the "development" problems of having two brands of CPU's. They've made that case many times before - not only in this article. But the "confused salesman" argument has more validity than you give credit. The "salesman" is a metaphor for the whole marketing effort. It is easier and cheaper to give a simple message such as "we sell Intel because Intel is the best brand". Brand means more than superiority in this or that feature - but includes reliability of design and volume as well as platform. And they also get to benefit from the market's awareness of Intel's brand and Intel's marketing. In the article they conceded that there are ways of adjusting marketing if the financial pressure from AMD warrants it. But it doesn't. So why introduce complications?

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