Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.80

+0.7%

2:13 PM EST

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To: Dan3 who wrote (253001)	6/7/2008 2:06:38 PM
From: Windsock	Read Replies (2) of 275872

The competition equation in the X86 microprocessor market segment is easy to understand. When AMD has good products and can make them it succeeds. When it under performs in either respect it does not. That is the straight forward and understandable Intel defense in the antitrust case. A chart of AMD market share over time is all that is needed to prove this point. K7 when you can make it good, Opteron the same and Barcelona fails. The AMD case involves lots of arm waving, discussion of discounts i.e. lower prices, coop advertising hurts us and more arm waving by economists testifying on abstract theories. Yes, AMD talks about "exclusions" but then it has to explain why even though you can buy an AMD machine at HP and other places, Intel is a monopolist if you can't buy an AMD machine in every manufacturers catalog. It really gets tough going, when AMD has to explain why Intel should pay coop advertising money to an OEM for advertising AMD's stuff.

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