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

To: fastpathguru who wrote (247851)	2/15/2008 11:11:14 AM
From: chipguy	Read Replies (1) \| Respond to of 275872

Realistic answer: Raise prices and let the market sort it out. Basically correct but the issue is demand elasticity. A lot of upgrades would be put off indefinitely even with rather minor increases in system prices. Ahh, the other side of the coin... Reducing the quality of output. ROFL. If AMD disappeared tomorrow taking X2s, Phenoms, and Turions off the market the average quality of x86 processors would go up. AMD sells its its slow hot inferior products primarily on the basis of Kmart blue light special pricing to OEMs who pass it off to largely ignorant but price sensitive consumers at places like Walmart. If Intel has to keep shipping 65 nm C2Ds in parallel with 45 nm for a bit longer in AMD's absence the x86 gene pool is still much better off overall.

To: fastpathguru who wrote (247851)	2/15/2008 1:39:36 PM
From: wbmw	Read Replies (3) \| Respond to of 275872

Re: So who allocates the supply? Who decides who doesn't get processors? First come first serve? You gonna let a secretary get your upgrade just 'cause she's first in line? Geeks mobbing Best Buy like brides fighting over dresses at a wedding expo? You're kidding, right? What do you think this is, the old communist Soviet Union? When supply gets dried up, prices will go up for a short time until Intel ramps capacity to meet demand. This year, they'll have a sizable 45nm supply, and still several 65nm fabs that can supplement it, easily meeting 100% of the market's needs. Any price fluctuations would be quite temporary, as they have been historically in most cases where demand has outstripped supply by a sufficient amount. Re: Ahh, the other side of the coin... Reducing the quality of output. LOL, I like Chipguy's response to this utterly bitter and partisan response.