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

To: economaniack who wrote (165038)7/13/2005 4:50:57 PM
From: Elmer PhudRead Replies (4) | Respond to of 275872
 
It may well be that they sold most everything they could make, just at huge discounts because they couldn't place it with tier 1 oems. That would limit the potential claims a lot.

It would also explain canceled orders because why would an OEM go with a design that AMD couldn't supply in volume? No need to conjure up illegal tactics to explain away this one.

Those yield records will certainly be subpoenaed.

Remember the Droid equation:

Benchmarks + Fair Competition = Greater MSS.

No other factors are allowed into the equation. Limitless supply is assumed.



To: economaniack who wrote (165038)7/14/2005 4:52:10 AM
From: PlisskenRespond to of 275872
 
Not to forget inability to increase output capacity because of strangled profits, which would carry additional interest on that missed revenue over time.


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