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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: Sarmad Y. Hermiz who wrote (252236)5/21/2008 4:02:18 PM
From: fastpathguruRead Replies (1) of 275872
 
The seeming easy rebuttal is that AMD could just offer the same quantity that Intel is offering.

So you're saying that AMD should just ask Dell, for instance, to buy say, 30% of their processors from AMD rather than none? (as was the case until recently)

And then everything would be allright?

LOL... Doesn't quite pass the "rule of reason" standard.

usdoj.gov

Diagrams show that in the presence of LR, the rival may have to capture a non-trivial volume of sales in order to be profitable

Re: contestable vs. uncontestable components... I doubt you'll find any precedent in the single-product case, but there's plenty in the bundled case.

This isn't a novel theory invented by AMD, btw; it's the application of a well-understood concept to a new case.

fpg
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