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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (134214)	5/6/2001 2:52:40 AM
From: dale_laroy	Read Replies (1) \| Respond to of 186894

>Forget a "change" - I want to see proof that there is such a thing as any 20% restriction. This sounds to me like more loony tunes made-up-bull-sheet from the goofy AMDroids.< The first I heard of it was the Q1 report. When Jerry was asked about the potential of using foundry services, Jerry stated that AMD was considering using foundry services however, AMD's agreement with Intel limited AMD to having no more than 20% of processor units produced by foundry services. Perhaps Jerry did make this up. He seems only a bit more credible than Bill Clinton.

To: Paul Engel who wrote (134214)	5/6/2001 8:34:46 AM
From: andreas_wonisch	Read Replies (1) \| Respond to of 186894

Paul, Re: Forget a "change" - I want to see proof that there is such a thing as any 20% restriction. Since the details of the agreements are being kept secret, we have to rely on what AMD and Intel are saying. It doesn't surprise me that Intel is not too proud about this restriction but Jerry mentioned it several times. And since the ZDNet article mentions it also I have no doubt that it is (was?) true. Not that it would be very unusual if you think about all those other restrictions for AMD imposed by Intel (e.g. concerning bus architecture). Andreas