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

To: Elmer who wrote (70088)	2/2/2002 8:34:41 AM
From: combjelly	Respond to of 275872

"Combjelly you are hardly capturing the events that transpired and this is far more complicated that you think." I am sure there is more to it than I captured, as I pointed out I was doing this as a complete outsider, I don't have any inside information at all. The biggest point I tried to make was there apparently was some agreement between Noyce and Sanders, even if it was only a gentleman's agreement. Likely Andy tried to explain the new situation to Jerry and he didn't buy. I don't know. The original agreement was vague enough that AMD was able to defend it in court. For the record, I am not defending AMD in this. In my opinion, they violated the agreement over the 386 when they came out with their 486. Intel's case was very poorly constructed or they would have won.

To: Elmer who wrote (70088)	2/2/2002 9:21:37 AM
From: hmaly	Read Replies (1) \| Respond to of 275872

Elmer Re..Would you continue to do this forever or do your think there might come a time when you questioned the wisdom of continuing such a lopsided relationship? <<<<<< First off, all three of them being highly regarded, should have had a termination date to their agreement. Secondly, Noyce, Grove and Sanders were all close friends; and there are things one shouldn't do to close friends. Grove, if he wanted to end the relationship, should have been more diplomatic about it, and set an agreed termination date sometime in the future both could have lived with. Shutting AMD off cold turkey, and hoping Jerry would just roll over and die, wasn't the greatest plan Intel could have thought of.