Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: kash johal who wrote (34797)	4/4/2001 1:51:43 PM
From: Petz	Read Replies (1) of 275872

kash, do you disagree with the Bloomberg analysis of the Alcatel situation? <contracts are always renegotiated> That is exactly what AMD avoided by signing long term instead of month-to-month contracts. Long term contracts are not renegotiated. And they are unique. I don't recall any long term contracts, for example, in the MPU industry or the DRAM industry. There, contracts are negotiated for no longer than one quarter. The idea of a two year contract for microprocessors or DRAM is preposterous and the idea of a two year contract for Flash was equally preposterous when AMD negotiated these deals. Preposterously profitable in this case. Petz

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