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Re: mas post# 51066

Thursday, 10/25/2007 4:12:09 PM

Thursday, October 25, 2007 4:12:09 PM

Post# of 151693
mas you keep confusing 'putting AMD out of business' with 'keep the fabs at full capacity and maintain market share'. To use an (American) football analogy, this is a battle for field position. In order to reward shareholders the company needs to maintain its 80% share (give or take a few percentage points). Once market share slips too much it can be difficult to get the pendulum swinging back the other way as we know. So we battle it out over field position (market share), some profit is sacrificed short term in order to hold on to share so that Intel remains firmly in the drivers seat if and when demand accelerates. So Intel wants %80 of the pie so that if and when the pie itself grows then Intel will get the lion's (make that gorilla's) share. Now why isn't that American capitalism operating as it should?
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