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

To: richanfamus who wrote (34830)	4/4/2001 3:09:09 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Rich, Re: Your comment reflects that of those who are very new to the semiconductor industry. You are saying that to wrong person... For how many years is JC already running his site? But suing your customer is not what is normally done in the semiconductor business. Signing long-term contracts is also not what is normally done in the semiconductor business. But if you sign one, you have to stick to it. I don't know why this simple concept is so difficult to understand. A deal is a deal. Alcatel could have signed a deal with another flash manufacturer for a quarter or so, if they wanted (and had found one) but they decided to sign a two-year contract with AMD instead. AMD would have never provided them with flash (they could have sold it for more money at that time) if they knew Alcatel would breach the contract shortly thereafter. You don't get a reputation in the semiconductor business, if you are not honoring your contracts. IMO there's no excuse for Alcatel's behavior. Andreas

To: richanfamus who wrote (34830)	4/4/2001 4:02:43 PM
From: jcholewa	Respond to of 275872

> How would you react if AMD's silicon wafer suppliers decided to sue AMD because AMD delayed - or refused > acceptance- of wafers that AMD had agreed to purchase 9 months ago during shortages? AMD would be responsible to any and all contractual obligations. > I'm sure you'd be whistling out of the other side of your mouth. Maybe you'd fall prey to such a double standard, but I wouldn't. Some of us believe that the law exists for a reason. -JC

To: richanfamus who wrote (34830)	4/4/2001 4:41:55 PM
From: Neil Booth	Read Replies (1) \| Respond to of 275872

How would you react if AMD's silicon wafer suppliers decided to sue AMD because AMD delayed - or refused acceptance- of wafers that AMD had agreed to purchase 9 months ago during shortages? If it looks like a troll, smells like a troll, and sounds like a troll, it IS a troll! FWIW I'd be disappointed in AMD (or any company) if it breaks its contracts. Christ, what is society coming to if people think it's normal to break contracts? I hope all you trying to paint this as natural live in the U.S.; but I can tell you it isn't natural anywhere else I've been. Neil.