Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

3:59 PM EST

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To: Scumbria who wrote (33613)	3/27/2001 9:45:36 AM
From: Epinephrine	Read Replies (2) of 275872

<The arrangement was that IBM would keep half the wafers.> Scumbria, I am glad that you pointed that out because I was about to mention it and didn't have a link to back it up. So my question to you would be: if you entered into a fab agreement with a company that was short on cash and in lieu of cash payment you agreed to withhold half the wafers and sell them to recover your fab costs (and make a profit) but you found them difficult to sell, would you: a) sell them for what you could get b) leave the price unchanged and effectively fab for free while sitting on loads of unsellable merchandise. I would mark them down, and I agree that if Cyrix did not put pricing controls in their contract then they were desperate to the point of imprudence in their negotiations. I don't think IBM should be blamed for that, this is business not charity. Regards, Epinephrine

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