Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.00

-0.7%

Dec 4 3:59 PM EST

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To: Dan3 who wrote (13963)	10/14/2000 11:33:14 PM
From: Joe NYC	Read Replies (2) of 275872

Dan, I think there were supposed to be at least two corporate PC deals, and that at the last minute they were cancelled. And it was due to Intel pressure on the OEMs. And I think Jerry is furious. There was a deal and there was going to be a gradual ramp up of high speed parts from AMD, with the top end continuing to be priced high enough so that it wouldn't upset the apple cart, and AMD continuing to downbin most of its CPUs, but AMD was going to get a handful of corporate SKUs. Then Intel's arm twisting pushed AMD out of the promised large business SKUs. So Jerry said "F**K This", mark 'em at the speeds they test at and price 'em to sell. I don't know about the the possible deals, but your description of Jerry's reaction is what I was hoping for. Jerry's reasoning must be: "Either you [OEMs] get these CPUs at heavily discounted prices and sell them in corporate market, or I will sell the CPUs to anybody at those same heavily discounted prices". The downbinning was crazy. The only one benefiting from AMD's downbinning was Intel. Joe

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