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

To: gvatty who wrote (241461)	9/29/2007 1:51:02 PM
From: chipguy	Respond to of 275872

You don't think if AMD vanished Intel would milk every dollar out of every chip the make and slow down the pace technological advances? No I don't, at least to any significant degree. Even today by far the biggest obstacle to Intel selling someone a new processor is the Intel processor they bought 3, 4, or 5 years ago that still runs smoothly all the customer's applications. An Intel that slows down and stops offering ever more value and capability per dollar is an Intel that mainly sells processors to folks whose gear wears out and breaks down. That is a much smaller and poorer Intel than it is today even it is has no competitors at all. I guess it is natural for AMD enthusiasts to postulate a much larger and more important role for it within the industry than it actually has but that is still no excuse to ignore basic market realities.

To: gvatty who wrote (241461)	9/29/2007 2:04:49 PM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: You don't think if AMD vanished Intel would milk every dollar out of every chip the make and slow down the pace technological advances? Yes to the first part, and no to the second. Slowing technology advances would hurt their sales, even in the absence of AMD, because most of their margins come from mature markets whose purchases are tied to a certain beat rate of innovation. If Intel slows down, they will lose sales. Re: You earlier posts talk about the benefits of a monopoly. Heck, Intel is taking the position that they are a beneficial monopoly. It seems to be a reasonable defense in the case of Intel. Maybe the court will feel otherwise. People here certainly do, but I am not stating an opinion on that right now. I am arguing whether Intel is a monopoly that is harmful to consumers, not whether Intel could be a harmful monopoly in the absence of AMD.