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

To: andreas_wonisch who wrote (34739)	4/3/2001 7:02:12 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

andreas: Just received my hard copy of the annual statement today...AMD lists its primary clientelle in the introductory page and, peculiarly enough, no Alcatel... In any event, that all other flash long-termers are solid according to today's announcement is positive news in this environment...Just don't see AMD hurting at all in Q1...maybe even record revenues and earnings well above $0.32...Time to resume the upward price bias...

To: andreas_wonisch who wrote (34739)	4/3/2001 11:59:55 PM
From: porn_start878	Respond to of 275872

Andreas, Actually I see that suit as a very, very good news. I, and a few other on this thread I think, were assuming that long term contracts weren't really thought to break. I now think that Flash management did a genius move by agreeing to provide flash at a bargain in 2000, when components were in short supply, then continue to sell it's memory at a fixed price in this oversupply environment. I don't expect flash revenues will drop in Q1 (they should have grown but that growth will be countered by drop in retail sales... AMD still has a bit of flash to sell on the retail market I guess). At last a brillant move from AMD management (well I never wrote, or neither read critics on the flash group management) The only dark side of this is that it could leave a bitter taste in some mouth Max Can't wait to see Q1 results

To: andreas_wonisch who wrote (34739)	4/4/2001 12:07:48 AM
From: ursulaminar	Read Replies (3) \| Respond to of 275872

I'd bet that the reason that AMD is suing Alcatel has to do with setting up the standard for the dozens of flash memory contracts AMD signed with many other big flash users. AMD's message here was intended for far more ears then just those employed by Alcatel. The message is simple. "AMD intends to meet all of their contractual commitments, and AMD expects our customers to do the same." IMO, this is really an issue of business ethics. A contract must bind both parties to an agreement. If one side simply snubs its nose at the obligations to which they have contractually agreed, then the other side should sue! A one sided game like that is an outrageous affront. If the words that are written in contracts mean nothing, then the paper on which they are written would have been better used as toilet paper! UM