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

To: chipguy who wrote (247762)	2/13/2008 6:28:58 PM
From: muzosi	Respond to of 275872

there is delusional raving in this group for sure.

To: chipguy who wrote (247762)	2/13/2008 7:19:41 PM
From: pgerassi	Respond to of 275872

Chipguy: More of that fantasy. Prove that only 1% of the CPUs are needed for any previous quarter. Given about 60 million in quarterly unit sales, prove that only 600K CPUs fail or are needed for new tasks or expanded tasks. Heck simple math shows that you are wrong since for that to be true, CPUs would have to last at least 25 years (100 quarters) on average. I doubt you can find many systems that ran that long before failure. The longest I have seen is 16+ years continuous. And that was an AMD CPU. It is very difficult to find MBs for existing 5 year old CPUs that still work. At 10 years, its next to impossible. I know. I have run in to that situation many times in the past. A 1983 flagship Intel CPU was the Pentium 66MHz CPU. Try to find a socket 4 MB. And that's less than 15 years ago. How about a slot 1 MB for a 1998 Pentium II 333MHz? Thats 10 years ago. How about an ATX MB with AGP for a uPGA478 2003 Pentium 4 3.0D (800FSB)? Thats less than 5 years ago. I don't find much for 1983 (the 286 era) of 25 years ago. Pete

To: chipguy who wrote (247762)	2/13/2008 9:05:12 PM
From: gvatty	Respond to of 275872

Chipguy, discretionary buying doesn't exist in a true monopoly. Eventually, people have to replace their computer chips. What if Intel was a pure monopoly and there could be no competition and they 50 million of their chips in a warehouse. If they decided to fire all their employees and shut down all their factories for 2 years, gow much could they charge per chip? It's an extreme example, but so is price demand elasticity in a monopoly situation. The monopoly or cartel controls the price, and the supply. If you are a monopoly and reduce the supply long enough prices will rise and demand will increase. Isn't that what OPEC does. Hey, should OPEC continue its anti-competitive marketing practices. Does anyone here who owns Intel stock approve of OPEC's cartel practices?