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

To: burn2learn who wrote (162838)	6/28/2005 6:56:18 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

It isn't a 100% free market. Monopolies like Intel are required to refrain from certain practices, like the ones outlined in the lawsuit.

To: burn2learn who wrote (162838)	6/28/2005 7:04:01 PM
From: Buckwheat	Read Replies (1) \| Respond to of 275872

I don't know what will happen ultimately, but don't forget that the screw-ups of government intervention are still fresh on the minds of those and the industry that suffered because of the infamous telecom protection decisions of our recent past. We basically bankrupted the telecom industry trying to help those who had nothing but the assets that really belonged to others. The final assessment was that they were beyond help or unprotectable. I know this is different with AMD because the company has its own assets and appears at times to be responsible and reasonable in protecting and growing those assets. But AMD is truely a victem of Intel's capacity and ability to satisfy the total market. The rational thing to do is to enable them somehow, because it is probably in most everyones interest in the long run. I just hate like hell to see some judges return to a practice of extrapolating AMD's woes to a hundred other "not worthy" causes.

To: burn2learn who wrote (162838)	6/29/2005 2:45:30 AM
From: combjelly	Read Replies (1) \| Respond to of 275872

"I guess they are saying the OEM's for other markets are idiots and don't have a clue what to sell." Not really. At the retail level, there is little customer demand for a particular processor. Those that do tend towards white box or DIY anyway. At retail customers look for a) price and b) features. That accounts for the overwhelming vast majority of what customers look for. Given the competitiveness, the margins are really thin. So the marketing funds and discounts that Intel offers makes all the difference in the world. If an OEM doesn't get that money and their competitors do, then they are screwed.