Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.40

+3.4%

1:30 PM EST

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To: Windsock who wrote (261997)	10/16/2009 10:25:48 PM
From: fastpathguru	Read Replies (1) of 275872

Apparently you are not aware that "Meet Comp" stands for meet competition. The "Meet Comp" process begins when the buyer says: "Hey, AMD is giving me a better deal." Intel responds by giving the buyer a new offer with a lower price and perhaps better terms to match the AMD offer. The competition can continue through more than one round until someone wins the order. In the Lenova case in the email, competition worked; Lenova achieved lower costs and one of the two competitors -- Intel -- won the business and the other -- AMD -- lost. The "Meet Comp" process is a legal safe harbor to defeat legal claims from a sore loser, like AMD. I'd agree with you if it weren't for the whole bunch of co-corroborating evidence (affidavits, emails, timing and economic analysis of rebates, competitive environment, and actual cancellation of in-progress product development of products based on sales that AMD had already won) that indicates Intel demanded exclusivity to get the rebates. fpg

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