Replies to post #14509 on Advanced Micro Devices Inc (AMD)

[sgolds]

wbmw,

So if you argue that an entity that controls price should be counted as a cost, then I'd have to disagree. Subtract Intel's marketing, and they'd have to sell CPUs at AMD's prices (or at least lower prices, since the current branding will have some effect going forward), but the *costs* will stay the same.

Then it is no longer Intel. It is AMD with higher volume.

That argues Intel can starve out AMD by jettisoning their whole business model and using AMD's business model. In addition to the fallacy of the argument, it wouldn't work in the real world. Similar product with similar pricing and no marketing tend to be treated as interchangable commodities in the market - this strategy would allow AMD to grow to roughly 50% of the market if they were able to get funding for enough manufacturing.

I don't think Intel would like that result!

[wmbz]

wbmw, I guess we'll have to disagree especially because if you subtract Intel's marketing you will effectively be subtracting from their cost. Try the same reasoning on any other market, autos for example and you'll see that I am right.

C