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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST

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To: Petz who wrote (226621)2/22/2007 2:56:54 PM
From: rzborusaRead Replies (1) of 275872
 
Petz, Great perspective. re:If you're confident about your future products, it's better to lose a little money for a short time, than to lose a lot of customers forever. If you are not so confident, it's better to target niche markets.

Those who argue otherwise don't understand fixed costs. It might have been possible for AMD do be a fabless design house, except Intel boxed them in.

The agreements between AMD and Intel regarding foundry usage is only one of the ploys intel used to stifle competition. When AMD leadership in design was apparent, success was thwarted by lack of capacity, not to mention the legal issues of (un) Fair Trade practices.

AMD has taken the only option, expansion (no, I don't mean selling Spansion).

I have to laugh when I hear the sales spiel, "We did this to help people..." Why is AMD selling all the 90nm it can make while Intel builds inventory while producing 90, 65, 45nm?
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