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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 223.53+1.1%3:59 PM EST

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To: BUGGI-WO who wrote (237355)7/27/2007 4:14:07 PM
From: PetzRead Replies (1) of 275872
 
You're looking through blue-tinted glasses. Of course the Intel violations are "just in the past." AMD's lawsuit does not allege anything about current conduct. Not sure about the EU suit. Why do you think Intel stopped the DELL rebates?! DOH, because DELL bought from AMD?

My answer is SO WHAT. Any reasonable award would wipe out AMD's debt overnight. ATI for free.

If Intel loses Europe, they lose the world. Over a five year period, it would be obvious that AMD should have gained 10 points of market share. At $25B a year, that's $12.5B of revenue, >6B of lost profit.

petz
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