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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: Elmer Phud who wrote (252248)5/21/2008 8:28:41 PM
From: graphicsguruRead Replies (2) of 275872
 
The question was, why didn't AMD get the business?

Actually, the question is "Why didn't AMD get part of
the business?" After all, there's not a single OEM
anymore that's AMD-only. Yet all the OEM's but Apple and
Sony seem to think that AMD has a better solution in
some niche.

I think the answer is that Intel viewed this as a
strategic collaboration, different from its relationship
with Wintel OEM's. As such, they offered special terms,
not only with respect to pricing, but also with respect
to other issues of importance to Apple.

Were any of those terms conditioned on exclusivity?

Implicitly, I'll guess they were. Apple can probably
expect better treatment from Intel if they're Intel only.
What exactly this entails would be very difficult to
identify and prove in a court of law. Because of Apple's
uniqueness, Intel probably has a bit more legal room
treat them specially.

Another factor is that Apple's volume's may not be high
enough to pay for the engineering and validation staff
required to support both AMD and Intel processors, given
that they run a unique OS and can't rely on MSFT's
efforts. I'm sure this is the sort of answer Apple
would give if provided with one of AMD's 486 subpoenas.
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