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

To: dougSF30 who wrote (217539)	11/23/2006 2:37:13 PM
From: rzborusa	Respond to of 275872

Doug, Did anyone suggest it wasn't profitable, as opposed to less* profitable than the channel, or, potentially, HP?* WB I recall AMD lay off of maybe 300 people, mostly sales, about a month ago, sorry no link. This fits nicely with the channel shortage theories. Probably the WB maker is/was yielding more ASP, but with higher cost of doing business. HP Hector has made references to Intel's alleged pricing schemes, saying ~"he can't conceive of AMD doing such". A person of good faith may take that to mean straight ahead discount on volume... THE BIGGER PICTURE Doing business with Dell is going to take from the WBs. I don't like it but anyone who doesn't realize that hasn't thought it through. I have to assume Hector and Co have thought it over, decided to built capacity, purchase ATI, etc. Preparation for a duopoly? For a large block of time, Intel was the industry. Has that time passed?