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

To: fastpathguru who wrote (247849)	2/15/2008 9:58:15 AM
From: chipguy	Read Replies (2) \| Respond to of 275872

A) Global supply instantaneously decreases by 20% So what? The vast majority of PC purchases are completely discretionary upgrades. So twenty million secretaries have to make do with running Word and Excel on a 2.4 GHz P4 for an extra year or two. Surely the end of civilization as we know it. :-P B) Intel's demand instantaneously increases by 25% Intel can supply tens of millions of extra processors per quarter to the market in fairly short order just by reducing the ratio of quad cores to dual cores and delaying ramp down of production of MPUs in N-1 process generation. Given Intel's N-1 process generation MPUs are superior to anything AMD can offer it hardly seems like an imposition on buyers. ;^) It is sad when AMD boosters have to rely on such specious and flimsy arguments to pump up the importance of the minor company they so closely and personally identify with.