Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 233.54

-1.8%

Nov 7 9:30 AM EST

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To: Dan3 who wrote (117828)	3/27/2004 5:36:28 PM
From: ptanner	Read Replies (1) of 275872

re: "I think it's more a matter of, by the time the case actually got to court, you'd be out of business." Very true. And for Intergraph they specifically tried to get court orders to preclude such activities. However, a larger company (say HPQ) wouldn't have this concern. So can Dell get any especially valuable special treatment (as many suggest) which another Tier 1 couldn't legally challenge? While some degree of favoritism could be reasonably supported through subjective 'criteria' anything substantial would seem highly questionable. For companies starting up or mid-sized I would think this potential critical reliance on a single source would be a prohibitive risk and one that might be mitigated by either electing not to use this type of supplier or to develop a mixed supplier model ASAP. -PT

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