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

To: JCB01 who wrote (260266)	5/15/2009 3:38:50 PM
From: fastpathguru	Read Replies (2) \| Respond to of 275872

I am assuming that basically they (the manufacturer) believe that they can only sell a given amount computers within the next two quarters or so, and beyond the cpu's will have aged to the point of not being desirable to have in the lineup. Then why did you bring up the grey market? Anyway, a key part of my assumption is that the OEM in question didn't have enough incentive to pull part of an order from Intel and switch it to AMD even at 0 dollars. Another key part of your assumption is that there wasn't, as the EU asserted there was, a Sword of Damocles hanging over HP (I.e. Intel's threat to withdraw their first-dollar rebate) that would fall if they strayed to far in AMD's direction. fpg