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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (121539)8/2/2000 4:33:00 PM
From: Bob Howarth  Read Replies (2) of 1575627
 
The question is price, price, price! How does the PRICE get set on one of these long term contracts? AMD IR told me today no change in guidance on memory business but this completely begs the question as to what PRICE gets set at down the road?

If CSCO comments caused this disaster in AMD price, and I ran AMD, I would cancel contract with CSCO and let them find their flash someplace else. I doubt if ANYONE would sell them a bit, after this little incident. That is, unless this whole CSCO thing is a bunch of crapola.
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