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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.25-3.1%Jan 6 3:59 PM EST
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To: dougSF30 who wrote (215156)10/27/2006 5:49:08 AM
From: Joe NYCRead Replies (1) of 275872
 
Doug,

if you do too much for a customer, it can be a net negative. Imagine, you give them a sweetheart deal, others find out and demand the same, and you end up with lower revenues (and much lower profits) than you would've had without them. In theory, there is no difficulty to the scenario.

Is there any basis to your hypothetical scenario that Dell could be getting better deal than HP? I think you are talking about scenario that is somewhere between highly unlikely to impossible. One big reason is that HP still buys a lot more processors from AMD than Dell.

So if anybody is getting a sweetheart deal, it is HP.

So I think the thing for you and Tenchu to explain why is it bad for AMD to have HP as a customer, and then, how it could possibly be bad adding another customer nearly the size of HP.

Joe
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