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To: kash johal who wrote (34797)	4/4/2001 11:54:44 AM
From: Neil Booth	Read Replies (1) \| Respond to of 275872

And as we all know contracts are always renegotiated as market changes. Gee, remind me never to sign a contract with you... What on earth do you think the point of a contract is? To welch out when it goes against you? Neil.

To: kash johal who wrote (34797)	4/4/2001 1:50:50 PM
From: Petz	Respond to of 275872

edited - see next post

To: kash johal who wrote (34797)	4/4/2001 1:51:43 PM
From: Petz	Read Replies (1) \| Respond to of 275872

kash, do you disagree with the Bloomberg analysis of the Alcatel situation? <contracts are always renegotiated> That is exactly what AMD avoided by signing long term instead of month-to-month contracts. Long term contracts are not renegotiated. And they are unique. I don't recall any long term contracts, for example, in the MPU industry or the DRAM industry. There, contracts are negotiated for no longer than one quarter. The idea of a two year contract for microprocessors or DRAM is preposterous and the idea of a two year contract for Flash was equally preposterous when AMD negotiated these deals. Preposterously profitable in this case. Petz

To: kash johal who wrote (34797)	4/4/2001 2:48:37 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

Kash re:And as we all know contracts are always renegotiated as market changes. you, obviously, do and I do not :-)) re:No other way to spin it. Robertson Stephens who said: "AMD must feel it has a solid legal leg to stand on, i.e., an ironclad contract, in our view. This speaks to AMD's negotiating ability and its success of incorporating teeth into its contracts, not just with Alcatel but also the other numerous customers that AMD has signed long-term supply agreements with over the last 12-18 months." Regards -Albert