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: BUGGI-WO who wrote (237355)	7/27/2007 8:08:16 AM
From: TechieGuy-alt	Read Replies (1) of 275872

What should we say now. No decision was finally made, so its up to everyone, whether he thinks that Intel has to pay some- thing or not. When you ask me, Intel violated rules in the past, but changed these, after AMD went very aggressive here. I think most reasonable observers of this market would agree that INTC really had kept an unfair share of their market dominance (and associated profits) through "monopolistic type" behavior. I also agree with you that a lot of that was in the past (as evidenced by recent AMD share gains with all the top 10 OEM's). BUT, the most important thing that could come out of this is two fold: 1. Permanently put in place "behavior modification" practices that prevent INTC from reverting to this behavior again in the future (regardless against AMD or a future competitor). I for one do not rule out INTC reverting back to their monopoly ways once they have the decisive upper hand again. 2. Send a strong message (and put in place procedures to prevent) to the top VP's at the top OEM's that their addiction to the INTC "heroin" payments are really illegal. Too many people will be surprised at how many VP's in these top companies will take a INTC "marketing assist" payment from INTC 1 or 2 weeks before a AMD product launch to cancel the AMD product- just so that they can show a decent OP in their quarter and make their quarterly bonus checks. The fact that AMD made so much progress in penetrating the top OEM's was nothing to do with INTC's changing its colors. It had everything to do with the fact that INTC's products really were SO MUCH LESS competitive than AMD's. That is not a reasonable thing to expect any more (that AMD will have 2 generations of products that are 30-50% better than INTC's in multiple performance aspects- IPC, perf/watt, SPEC INT/FP etc.). No, the normal thing to expect would be at best a real horse race- neck and neck or one taking the lead depeding on which company is on a "tick" and which is on their "tock" (as wbmw put it recently). The real situation now is AMD worse off than INTC. This is the time they are most vernerable. If they go away because of their competitive situation- that is fine- capatalism at work. If they go away because INTC "assists" in mercy killing AMD- that is illegal. That' all. TG

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