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

To: Sarmad Y. Hermiz who wrote (189653)	3/14/2006 7:38:50 AM
From: Dinesh	Read Replies (2) \| Respond to of 275872

Dear Sarmad Assuming your data is correct, and the CPUs match in performance, and that retail prices are a good proxy for bulk prices... Here is one direct answer ;) to your conundrum --- HP must be stupid. Why else in the world would it want to sell two machines with otherwise identical equipment at same price but with significant difference in margins? If I recall correctly, HP attributed some of it's improved margins to AMD - but obviously your data would indicate something totally different. Here is a second possible answer to your conundrum -- Have the two part pairs have moved (prices) lockstep, or has there been any divergence of late? If so, how so; and perhaps that will help explain HP's product pricing. And, if you will allow me to ask you a question -- many of your posts/questions have been focused around the price ratio. What does your own data and analysis show, and why don't you share them here? Merely drawing attention to a thing here and a thing there and extrapolating that is not very useful, as many others on the thread(s) have pointed out already. (I'd rather turn to corporate PR and media campaigns for extrapolating, dubious associations, etc.) regards -d