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To: Tony Viola who wrote (92015)	11/9/1999 9:34:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 186894

Reno & Klein? <ggg>

To: Tony Viola who wrote (92015)	11/9/1999 11:01:00 PM
From: Dan3	Respond to of 186894

Re: Duopoly Hi Tony, Here's an attempt at a quick summary: Basically, members of an oligopoly (of which duopoly is a special case) are very much affected by the actions of other members of the oligopoly - as opposed to a traditional market, where the actions of other individuals sellers don't matter. Duopoly - If Coke raises or lowers its prices, and Pepsi doesn't, it significantly affects the sales and prices of both companies. If news comes out that coke was using contaminated bottles in a bottling plant, some people got sick, and much product had to be recalled - it will affect Pepsi (on the upside) as well. (think of the various rambus problems) Traditional market - If Farmer Jones doesn't get his load of wheat to the market on time, it doesn't affect the price or demand seen by Farmer Smith. There was a time not too long ago, when AMD's actions in the market could have no affect on the sales of the parts which produced much of Intel's profits - high end processors. While Intel could devastate AMD by reducing its unimportant margins at the low end, since its high end margins were only moderately affected by such actions. If current trends continue (right now AMD is about 100MHZ ahead of Intel in terms of visible market presence - and they need that big an advantage just to match Intel due to Intel's current, if gradually slipping, "mind share"). AMD and Intel will be like Pepsi and Coke - each very much affected by the price and supply of the other. That's why I said that Paul's posting on the AMD thread might not be pointless blithering (I'll leave judgements on content to others) :-) Nor is my posting on Intel - developments in these two companies are strongly linked. Regards, Dan