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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 198.12-5.2%3:59 PM EST

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To: gzubeck who wrote (193429)4/12/2006 11:21:36 PM
From: Sarmad Y. HermizRead Replies (6) of 275872
 
>> I do not think of AMD's products as substitutes to intel but the other way around...

Are we ignoring a whole lot of history ? Intel threw crumbs to AMD as a second source to satisfy IBM's demand back in IBM PC days. AMD didn't win anything on its own. Then when Intel cut AMD off from 386, AMD went whining to the courts to claim that the 8086 license extended to 80386. If AMD had a real product (instead of a second source substitute) they'd come up with a new design, like IBM/Apple power pc, or sun spark or DEC/HP alpha. Of course you'll notice those are all dead. And that's what will happen to AMD if they stray too far from making copies of Intel.
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