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 10:28:16 AM
From: pgerassi	Read Replies (4) of 275872

Dear Buggi: I think your worst case isn't even close to what the EU will do. There are a number of factors making this a bigger deal than you see. 1) Intel has no fabs in the EU. The one in Ireland isn't part of the EU. 2) AMD has fabs in a big founder of the EU, Germany. 3) The many past contracts requiring Intel as the source of the CPUs. 4) That in spite of this, AMD was gaining share. The amount AMD could have gained is much higher and thus the injury is greater. It look s like the institutions think that a 1-2.5 billion fine is in the bag with AMD getting half that in a civil damages suit to follow. The bigger blow likely is the 180 degree turn in government and related contracts, like Airbus, which would likely snowball into the private sector. That would lead to 5-10% more unit and revenue market share for AMD. That puts AMD very near their 35% share target. The likelyhood of that happening just shot up. Pete

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