SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: richanfamus who wrote (34818)4/4/2001 1:21:52 PM
From: porn_start878Respond to of 275872
 
More than likely, no one will be eager to sign contracts with AMD

Not sure of this; the direct effect is rather that no one will be eager to break contract with AMD.

However maybe we could see little less announcements à la "AMD supplier of the year"

Anyway, there is no real friendship in this industry.

Max



To: richanfamus who wrote (34818)4/4/2001 1:21:57 PM
From: Bill JacksonRespond to of 275872
 
richanfamous, No chance. Scarce commodity is flash.
You know the saying.
"When you have them by the b*lls, their hearts and minds will follow" applies here.
There are enough differences in flash methods of production that the parts are often unique, even though on the face of it they have the same specs. These differences will ensure a good demand for flash.
As for price declines, well that is normal in the product cycle.

Bill



To: richanfamus who wrote (34818)4/4/2001 4:36:30 PM
From: Neil BoothRead Replies (1) | Respond to of 275872
 
More than likely, no one will be eager to sign contracts with AMD.

More than likely, we shareholders don't want those types as customers anyway.

Neil.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News