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: golfbum who wrote (237451)	7/27/2007 7:12:53 PM
From: graphicsguru	Read Replies (4) of 275872

i wonder how public yield data from both corps will become? That will only enter the discussion if it is somehow alleged that Intel is selling below marginal cost. And if yield is revealed, it will be redacted from the record. But I'm not sure that will be part of the allegation. The tech-mart smoking gun in Germany is not of that type. My guess is that the case will be about exclusive deals and possibly the allowable forms of volume discounts. Note that certain types of exclusive deals are considered legitimate. For example, Coke can sign an exclusive deal with McDonalds. Is an Intel exclusive with Techmart worse than a Coke exclusive with McDonalds? Not obvious. I predict that the EU action will require Intel to play nicer, but not involve any enormous fines. I think Intel's practices were over the line, but not so egregious in Europe that the EU will do much more than slap their hand and make them promise to maintain certain practices (non-exclusivity, uniform volume discounts) in their future deals.

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