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

To: wbmw who wrote (247746)	2/13/2008 4:35:39 PM
From: muzosi	Read Replies (2) \| Respond to of 275872

i think he understands that the theory exists but it just doesn't apply here. one indication is that it doesn't is the asp difference between desktop/server parts and notebook parts. intel's notebook asp has always been higher and even when amd introduced competitive parts for desktop/server that didn't change. i think it's clear that when amd doesn't have competitive parts intel can command a higher price regardless of price elasticity or business cycle or any other reason than if amd competed. if amd stops competing for any reason intel's asps will go much higher overall. claiming that this won't happen is not intellectually honest. at least some people here (doug and shm) are not advocating that but waiting for it to happen.