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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%3:59 PM EST

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To: fastpathguru who wrote (252204)5/21/2008 2:38:03 AM
From: Saturn VRead Replies (1) of 275872
 
I think that you are continuing to argue in the context of a multi product bundle. Apparently 3M offered a bundle of (let us say 6 products), with a 30% discount. Without the bundle the discount on each product was only going to be 20%. So to compete Lepage had to make up the lost discount on the rest of the bundle, and probably discount by 70%, and would have to sell below its own and 3M marginal cost.

I understand that Intel has not offered different discounts for bundles. Is there any evidence of an Intel discriminatory bundle ? If not, your line of reasoning goes out of the window.

How is AMD applying the "Equally Efficient Competitor" argument in absence of a multi product bundle ?
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