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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%3:59 PM EST

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To: Windsock who wrote (253000)6/7/2008 10:41:47 AM
From: Dan3Read Replies (1) of 275872
 
Re: Please explain how you now find that SuperMicro -- and Tyan -- are able to supply you with lots of boards

Public pressure was eventually able to get Intel to back off, one fraction of a segment at a time. But my contention is that time to market is quite important in the tech business.

If you don't think so, then how about this - let's just reverse what Intel was doing for the last 5 years, to give AMD the same advantages Intel has (illegally) achieved, after which we'll call it even. So, for the next 5 years, 50% of Intel's CPUs and chipsets will have to be warehoused for 6 months before they can be sold, and the other 50% have to be warehoused for 9 months before they can be sold.

Just apply to Intel the 6 to 9 month delay to availability AMD was forced to operate under, due to Intel's extortion tactics.

You were OK with it when AMD had to operate under those conditions, surely you won't have a problem with Intel taking a turn at operating with the same constraints.
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