Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.91

+7.7%

3:48 PM EST

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To: Elmer Phud who wrote (252070)	5/19/2008 9:33:50 PM
From: fastpathguru	Read Replies (1) of 275872

So when we talk about a equally efficient competitor, what exactly does that mean? If it was equal to Intel making Intel products then it would be Intel and we could use their cost basis. I don't know how many more ways I could say it or how more clear I could be, elmer. if Intel's pricing is considered predatory against a mirror image of themselves... Message 24601510 No, Intel's prices (of some processors, the ones AMD are expected to compete for) are below Intel's cost... Message 24601555 No, elmer's quote referred to an "equally efficient competitor." I.e. Intel's cost structure, not AMD's... Message 24600890 Intel is an efficient supplier... Message 24601220 The only way Intel could price their processors on average below their LTSAP against an "equally efficient competitor"... Message 24601280 If I really need to spell it out... It is a conceptual entity that has two properties: A) It is a competitor of Intel, and B) It has the same production cost structure as Intel. ... Message 24601305 Anyways, we've moved on. I've acknowledged that there's debate over the legitimacy of the EEC test. It's been both successfully and unsucessfully applied in real court cases. I don't know how much more you can add to the discussion at this point. fpg

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