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

To: Tenchusatsu who wrote (251988)	5/19/2008 1:25:09 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> Obviously Intel is pricing well above their own LTSAP, because it's been decades since Intel posted a loss. The EC complaint, and FPG's point, is that occasionally, to win a deal that AMD is also competing for, Intel sells a batch of processors below Intel's long term avg total cost. The batch is limited, and the allegation is not that Intel is selling its entire product line below avg total cost. When there is other evidence that it is part of a plan to drive out a competitor from that market, that pricing is illegal in the EU. Of course Intel will say, it is making a profit on these sales, and that is its motive, and it couldn't care less how much or little AMD is selling in the market. When Intel has a batch of processor-making capacity, it tries to sell it at a profit, period.

To: Tenchusatsu who wrote (251988)	5/19/2008 2:06:39 PM
From: fastpathguru	Read Replies (1) \| Respond to of 275872

How can Intel price below the LTSAP of an "equally efficient competitor"? Via a campaign of first-unit rebates tailored to individual customers, effectively pricing the percentage of processors of each customers' demand that AMD is expected to compete for far below cost, while subsidizing those sales with the rest of the customers' demand. fpg