Replies to post #46724 on Advanced Micro Devices Inc (AMD)

[bobs10]

I like my wording better, it's more graphic, but either way the point gets made. Personally, I like the idea of AMD milking the market; INTC has been doing it for years. Equal opportunity and all that.

[neye_eve]

AMD/INTC pricing

bobs, Duke, Keith, etc...

I currently wouldn't mind at all as investor in AMD if they were able to *successfully* follow Apple's tactic of achieving profits (and the commensurate share price increase) via good pricing, even in the periods where marketshare is stagnant, or even down a bit. Anyone looked at apple's price over the last 2 years, in which they've kept about the same marketshare?

Two years ago share price was $18. Now currently $52. Not bad against the microsoft and linux machines, eh? Granted, they can charge a premium because they supply non-fungible products to compete with the competition, whereas INTC and AMD provide much more similar products as the consumer sees it, but my point stands - I really really really wouldn't mind that kind of share price growth. Hopefully AMD can make the best of a capacity-constrained situation.

neye