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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.34+6.6%12:19 PM EST

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To: combjelly who wrote (260219)5/14/2009 8:42:13 PM
From: TenchusatsuRead Replies (1) of 275872
 
CJ, > What they normally do. Place an order, schedule manufacturing. Have the processors delivered when needed, etc.

And cancel contracts with Intel, change their marketing strategies, order new motherboards, create new product lines, drop prices on their existing lines, reduce profit margins ...

Should I go on?

> You really don't know how business is conducted?

Apparently you don't if you think it's that easy for an OEM to build systems around one million dumped CPUs, especially if they don't meet the needs of said OEM.

When supply exceeds demand, it's not the job of the OEM to try and sell the excess supply. That's what AMD is arguing when they think the OEM MUST accept the free parts. No, they don't have to.

Tenchusatsu
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