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

To: ptanner who wrote (77809)	4/21/2002 7:52:01 AM
From: hmaly	Read Replies (1) \| Respond to of 275872

Ptanner Re..However, I think the reference to "dropping AMD support" in exchange for the "Java" bit was more in reference to 3DNow than x86-64? It wasn't clear to me from the transcript portions and I am not familiar with the history on this.<<<<<<<<< I read the transcript and in the original part I showed, it did say that the Java deal referred to 3DNOW. a fast cross-platform Java. 6 You're familiar with that, are you not? 7 A. I understand a proposal of that nature was put forth but 8 never materialized. 9 Q. And had that proposal materialized, for example, that would 10 have had a devastating effect on AMD; correct? 11 A. Would have had a negative effect on us, but I think it was 12 on a specific set of instructions that AMD had innovated. 13 Those instructions were for an enhancement of our floating 14 point performance which would improve 3D graphics.<<<<<< However, later on Jerry says this. A. Yes, but I was familiar with the story that Microsoft had 21 proposed to Intel not supporting something we wanted, if Intel 22 would do something that they wanted. 23 I didn't realize frankly at the time of my 24 conversation with Mr. Warden it was about this particular Java 25 thing. I learned that only when I had a cursory examination of 3776 1 some documents that apparently you were going to present in 2 this case, which included some e-mails that related to this 3 Java language support that Microsoft objected to. So this is 4 all kind of new to me. I've known about this for a grand total 5 of 24 hours.<<<<< Jerry clearly states that he had heard Microsoft has proposed not supporting something AMD wanted if Intel would do something MSFT wanted. Then later Jerry says, he had no idea it was the Java language support, until he heard it from court documents just 24 hrs earlier. So earlier in the transcript, Jerry knew about the failed Java deal with 3DNOW. He heard about another deal cooking between Intel and MSFT, whereby Intel and MSFT would combine to screw AMD but he didn't know what MSFT wanted from Intc. It was only at trial that Jerry found out it was Java again. The fact that this was a new deal referencing Hammer comew here. was an approach made, I believe, to have Intel not support the 2 Java language, and if Intel wouldn't support the Java 3 language -- I don't know what that means by not supporting the 4 Java language -- that Microsoft wouldn't support AMD's 5 microprocessor requirements." 6 Were you asked those questions and did you give those 7 answers, sir? 8 A. Yes. 9 Q. And it's true, Mr. Sanders, is it not, that if monopoly -- 10 that if AMD lost the support of Microsoft, that would represent 11 a serious blow to the 14,000 employees and the $3.9 billion of 12 annual revenue of AMD? 13 MR. WARDEN: Asked and answered. 14 THE COURT: Are you talking about now, then or what? 15 MR. GUTMAN: Now. 16 THE COURT: All right. Go ahead and answer. 17 A. If we lost the support of Microsoft for our operating 18 systems, yes, that would be devastating. 19 But I'd only point out we have the same instruction 20 set as Intel, and it's in Microsoft's interest to support that 21 instruction set. It comprises the totality of the 150 million- 22 unit PC market. Microsoft supports AMD and Intel instruction 23 sets. They are the same instruction set. 24 Q. Which is why I asked, when you said that the last time, 25 Mr. Sanders, about two things. 3778 1 One, the extension from the Hammer instruction set 2 versus Yamhill, and, two, your awareness of the conversation 3 that Mr. Gates had with -- that if Intel would back off its 4 support of Java, that they would no longer support your 5 microprocessor. Do you recall that? <<<<<<<< They are clearly talking about Hammer here. Apparently the investigation into MSFT uncovered this potential deal involving Java, and Hammer. Jerry had heard of a deal, but didn't know the particulars. Now he, and we do. For Wanna to call AMD slimy like he did the other day, when there is solid evidence in court found by independent investigations, (not just rumors started by Jerry or any other AMD related source.) is ridiculous. This also should put the kabash to that potential deal. However, it does seem to verify that Intel will have a separate instruction set for Yamhill.