Replies to post #14389 on Advanced Micro Devices Inc (AMD)

[sgolds]

Elmer,

Clearly Intel can produce cheaper than AMD.

I don't agree with this statement once you factor in corporate overhead. Last time I looked, AMD had a lower cost per employee.

I know of no law that would prevent Intel from dropping their prices to a point where they would still be profitable yet AMD could not match them without facing a quick bankruptcy.

That is true. Monopolies are perfectly legal. However, as it was explained so neatly by the Appeals court in the Microsoft case, monopolies run under a different set of laws and their behavior in the marketplace has definite limits as compared to non-monoplies.

Intel does seem to avoid being classed as a monopoly.

[8-/]

EP Clearly Intel can produce cheaper than AMD.

When I do the math it looks to me like INTC made about $30/µP last Q. What's their ASP? Consensus seems to be that ASP for AMD was ~$50.00.

8-/