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

To: THE WATSONYOUTH who wrote (219528)	12/7/2006 8:59:33 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

TWY So, explain to me why it is better for Intel to withhold capacity and have a less desirable product line. I'm sure some marketing types can come up with a reason. Intel can not simply ram whatever they want down the throats of their customers. The world does not demand 100% C2Ds and the world does not demand Intel products exclusively. There is competition. Intel gets orders from it's customers and fills them accordingly. Look at it another way. Go back 3 or more years. That's when Intel broke ground on those fabs. What was Intel's expectation of demand? What market share did Intel expect AMD to have? It's obvious that Intel miscalculated AMD's increase in MSS so what would you expect to happen under those circumstances? You'd expect them to build capacity to meet a larger demand than they actually ended up commanding, no? So why are you shocked that they have more capacity than they need today? That's exactly what you should expect. Why you can't understand that is beyond me.