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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (33671)	3/27/2001 12:31:17 PM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

<I'm glad there is someone else on the thread who remembers where we came from. ;^)> Scumbria, I think I remember the events themselves exactly as you do I just have a different perspecive on interpretation of them. Jim McMannis said: "When things got tight. IBM undercut Cyrixs prices and took the profit right out from under Cyrix." The operative phrase to me is "When things got tight". In that statement there is implicit admission that IBM may have been having problems redeeming the value of their fab payments. Did you expect them to just sit by in a tight market and say, "oh it's ok Cyrix you sell first, we'll just sit on our unsold inventory, we didn't really need payment anyway" Maybe that would be some people's view of good customer relations but in my opinion it's not very realistic. Regards, Epinephrine

To: Scumbria who wrote (33671)	3/27/2001 12:32:34 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Scumbria, I'm glad there is someone else on the thread who remembers where we came from. ;^) I remember. I took the Cyrix ride, as well. Pravin.

To: Scumbria who wrote (33671)	3/27/2001 2:31:05 PM
From: Joe NYC	Respond to of 275872

Scumbria, I remember it well too. I thought you were handling the issue well, and had nothing to add. I am not sure how much value IBM has to AMD as a "partner". If it comes to exchange or licensing of patents, or purchase of technology, there may not be too much harm in that. But AMD should be very careful about any kind of foundry services, and anything "paid" in return than cash. If there is a sign that IBM is getting preferential treatment as a result of this agreement, it wouldn't sit well with other customers, namely Compaq and HP. Joe