Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: grok who wrote (51986)	3/8/1999 9:41:00 PM
From: Saturn V	Read Replies (1) of 1577031

The OEM who depended upon AMD are in worse shape than you think.They will have to pay the spot price for Intel's chips which is higher than what they would have got earlier, and buy new motherboards/motherboard components on the spot market also. Then they will have to dump their Socket 7 motherboard on the gray market or else watch the motherboard depreciate. [ Remember the mother board prices fall every month.] This will wipe out any price advantage AMD had offered them. These losses will make them reluctant to order large quantities from AMD.[ But they will always want to use AMD as a bargaining lever with Intel.]

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next