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

To: Neil Booth who wrote (34800)	4/4/2001 3:14:42 PM
From: kash johal	Read Replies (1) \| Respond to of 275872

Neil, re:"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?" I think that there is a tradition in the semiconductor industry of customers / suppliers working together. So in good times - volumes are increased etc prices rise. And in bad times the converse. And generally contracts have major escape clauses if a customers biz goes way down. An example of a win/win deal can be as follows: lengthen deal from 2 to 3 years. (takes care of 30% unit volume discount. Agree on other product sales to replace lost flash sales etc etc. regards, Kash