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

To: Tenchusatsu who wrote (259447)	4/5/2009 2:36:42 PM
From: Elmer Phud	Read Replies (3) \| Respond to of 275872

AMD would still complain that they're being priced out of the market. No one has explained why AMD didn't simply match Intel's pricing. Then the customer would select their preferred product on it's own merits.

To: Tenchusatsu who wrote (259447)	4/5/2009 3:47:55 PM
From: Mahmoud Mohammed	Read Replies (1) \| Respond to of 275872

Ten, Re: "Face it, the only definition AMD would accept is one in which AMD is allowed to make a profit on inferior products ..." I agree ... I made this same point and our "legal eagle", Mr FPGuru, regarded this as an INTC strawman. I think this is the whole crux of the matter and AMD is actually headed towards a higher cost structure by going Fabless. Soon, AMD won't be able to ignore their higher wafer costs. Mahmoud

To: Tenchusatsu who wrote (259447)	4/5/2009 4:09:35 PM
From: pgerassi	Read Replies (2) \| Respond to of 275872

Tench: LOL, Intel could price everything at marginal cost, citing "justifiable volume efficiencies" and AMD would still complain that they're being priced out of the market. Trouble is that marginally with first dollar discounts, they priced the marginal ones at negative prices and no economy of scale or even a company twice as efficient at production as Intel could compete with that. And they were taken to task for that by the KFTC, JFTC and likely the EU. BTW, that result is always strictly illegal. Intel has done illegal acts and continues to deny what is obvious to all who look at it without bias. Pete

To: Tenchusatsu who wrote (259447)	4/6/2009 1:20:50 AM
From: fastpathguru	Read Replies (2) \| Respond to of 275872

FPG, > AMD's solution would be to replace Intel's coercive tailored loyalty rebates with a standard rebate schedule based on justifiable volume efficiencies. LOL, Intel could price everything at marginal cost, citing "justifiable volume efficiencies" and AMD would still complain that they're being priced out of the market. Face it, the only definition AMD would accept is one in which AMD is allowed to make a profit on inferior products, simply because Intel is "too big for AMD to fail." I feel no particular need to address your unsubstantiated personal speculations, other than to dismiss them as irrelevant as they have no bearing on the actual accusations or pleas for relief in AMD's antitrust suit. fpg