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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Robohogs who wrote (162753)	6/28/2005 1:48:03 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: they are more limited in product range Actually, I believe the reverse is true - most of AMD's recent gains have come because there are whole segments where Intel's product range is so limited that AMD faces no competition, whereas Intel faces AMD competition in pretty much every segment it sells to. and units per product. So what? If AMD can't supply the entire market they shouldn't be allowed to supply any of the market? Are you shooting for a soviet style commisariat of CPUs, refrigerators, etc?

To: Robohogs who wrote (162753)	6/28/2005 2:01:24 PM
From: Joe NYC	Respond to of 275872

Jon, Working in parallel, AMD is gradually removing these limitations. Joe

To: Robohogs who wrote (162753)	6/28/2005 2:42:18 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re: The mfrs needed access to the full range of chips and other associated products and could not afford to snub Intel given AMD's capacity limitations, historical delays and technical glitches, etc That's Intel's line, but its pure BS. If you are selling 100% Intel right now, and getting 25% CPU discount, how can you afford to come out with a line of Turion notebooks that might capture 10% of your sales, if Intel changes your CPU discount to 15%? The answer is, YOU CAN'T! And it has NOTHING to do with capacity limitations or technical delays. Even with perfect execution by AMD and infinite capacity, such monopolistic behavior makes it impossible to gain market share. Petz