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

To: wbmw who wrote (241449)	9/29/2007 4:38:19 AM
From: graphicsguru	Read Replies (3) \| Respond to of 275872

pricing elasticity prevents Intel from significantly raising prices, even with the lack of competition Hogwash! Why is the OS a larger portion of the price of a PC than its CPU? Very simple: Intel has significant competition from AMD, but MSFT is a monopoly. Why have Intel profits failed to rise in tandem with the overall rise in CPU units? Simple: competition from AMD. Which is why I'm invested long in Intel. Because Intel is now driving AMD out of business the legal way -- with superior products. And if AMD ceases to be an important force in the CPU business, Intel will be worth several times its current valuation.