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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: dougSF30 who wrote (214904)10/26/2006 5:49:52 PM
From: THE WATSONYOUTHRead Replies (2) of 275872
 
The trouble is, that's mostly a "was" at this point, and will be getting more so over the next 2-3 quarters. They needed to do it years ago. Now things are back to the point where they don't really need to.

You act like you were in on all the negotiations. In reality, you have no clue how things transpired. Perhaps Intel cut off
Dell's preferred status and all/some of its benefits first.... hoping/praying for only limited retribution.What would Intel's quarter have looked like if the full scale Dell payola program was still in place? So perhaps Dell was forced to reply with an AMD deal. You simply can not allow Intel to bluff its way to a position of advantage. If the reported 20+ million CPU/yr AMD deal is true.....it would appear that Intel got its deserved response......two eyes for an eye....teeth for a tooth.

THE WATSONYOUTH
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