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confused

09/09/04 12:55 AM

#43861 RE: Tiger64 #43849

Tiger

Not sure how you read the sited post and interpreted it. The market today is saying thank you AMD but we only want as many mpus as you are producing, not more. If AMD doubled production they would just have many more mpus in the warehouse.

From a financial point of view it would make sense for both companies to behave exactly as you have described. At this moment in time the market seems willing to buy the present ratio of products from both companies and if this continues both companies could make good money. It really isn't that unusual for a market with a few competitors to wake up to the foolishness of price wars and realize that with a little thinking recognize that both will make money without trying to kill each other. One on jsiii s problems was thinking he could fight intel on price but your suggestion makes infinitely more sense.