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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.25-3.1%3:59 PM EST

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To: Tenchusatsu who wrote (241845)10/5/2007 6:48:24 AM
From: Dan3Read Replies (1) of 275872
 
Re: there goes that $14.89 "premium" argument ...

1.) It's closer to $148.90 on a cost basis - which is the difference in ASPs from when Intel was competing in a competitive market and after they'd weaseled out of the contract they agreed to with IBM before IBM handed them the PC market. Damage to the consumer is somewhat more than that, per PC.

Check out the cost of Intel CPUs prior to their violating their contract with IBM to allow second sources and 1998-1999 which is the last time they had AMD on the ropes and were able to abuse their monopoly.

2.) Try really, really, hard and maybe you'll be able to comprehend what "the last 10%" means. Though it's probably beyond you....

Inside Intel you must all be very, very, pessimistic regarding the expected outcome of the lawsuit. The stench of the synthetic "grassroots" blitz is very strong.
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