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Re: sgolds post# 77510

Sunday, 11/19/2006 12:09:55 PM

Sunday, November 19, 2006 12:09:55 PM

Post# of 97574
sgolds

The uncertainty introduced by the hanging hammer of the court will curb excessive behavior by the target

It has never been shown that there was any excessive behavior. Unless shown otherwise, there is no excessive behavior to curb.

more important is what happens in the market when AMD pumps out enough product to supply 30 to 40%.

This time will come as overcapacity is looming. Intel has 2 more huge 300mm fabs under construction as well. It remains to be seen who's fabs will sit idle but it's for sure somebody's will. If one company's product differentiates itself from the other, which seems to be happening, what price will brown bananas fetch?
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