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

To: david c c who wrote (162599)	6/28/2005 3:43:00 AM
From: aleph0	Read Replies (1) \| Respond to of 275872

Just hope you're right about that ( up !! ) ! You know WS doesn't like anyone to hurt their hero ! I would have expected to hear something from the EU "first" before AMD takes any steps in the US. ..maybe we'll hear something soon ? Anyway .. IMO it will be great PR for AMD to show how Intel's "We do this all over the world" marketing-strategy is used to get OEMs NOT to buy AMD gear. AMD should follow up somehow with an "innocent" PR phrase like : "We don't need to pay people to buy our processors, they buy them on their own merits"

To: david c c who wrote (162599)	6/28/2005 3:49:45 AM
From: david c c	Read Replies (1) \| Respond to of 275872

All you longs for the last 3-7 years or less for that matter - How do we get a CLASS Action Lawsuit started against Intel??? Anyone in?? Go AMD, about time! david c c

To: david c c who wrote (162599)	6/28/2005 5:35:06 AM
From: Rink	Read Replies (1) \| Respond to of 275872

Open letter from Ruiz about the antitrust complaint against Intel: amd.com It's a simple and clear plea to the general public to support competition, innovation, and freedom of choice. I think it will serve it's purpose. For short term I'm not so sure AMD will gap up, because a cat in a corner makes weird jumps. It will increase short term feelings of uncertainty around AMD, albeit with the rather long term prospect of getting paid handsomely for all that's been done wrong. Regards, Rink

To: david c c who wrote (162599)	6/28/2005 5:49:53 AM
From: Rink	Read Replies (2) \| Respond to of 275872

Keith, AMD files details on why HP desktop sales went down Q1/2 05 among other things: When AMD succeeded in getting on the HP retail roadmap for mobile computers, and its products sold well, Intel responded by withholding HP's fourth quarter 2004 rebate check and refusing to waive HP's failure to achieve its targeted rebate goal; it allowed HP to make up the shortfall in succeeding quarters by promising Intel at least 90% of HP's mainstream retail business. Who was that rather annoying person again that kept harassing you that you lied about your first hand observation that this kind of dealings was normal? I think that person owes you a big apology! Regards, Rink

To: david c c who wrote (162599)	6/28/2005 7:26:30 AM
From: bnsbhat	Read Replies (3) \| Respond to of 275872

david c c Is this filing a tactical defensive move to insure that something like this does not repeat. theinquirer.net Especially keeping in view encouraging design wins of late in Servers and notebooks. Very clever. Regards S. Bhat

To: david c c who wrote (162599)	6/28/2005 7:28:01 AM
From: Dan3	Read Replies (4) \| Respond to of 275872

HOLY SH!T - did you read some of those specific allegations? They have to have paperwork and witnesses willing to come forward to file something like this. And third party interference is not legal, particularly when done by a company with 90% of the market by revenue.

To: david c c who wrote (162599)	6/28/2005 8:24:17 AM
From: TechieGuy-alt	Respond to of 275872

The Bomb has just dropped on Intel - biz.yahoo.com; That is filing is SOMETHING! Wow. There are so many quotes in there. Wonder if the spineless "executives" from these spineless companies will deny all of this under oath. "Hector made the quotes up". Let's see- but this is exactly what we AMD shareholders had been proposing- a civil antitrust lawsuit against Intel to put them on the defensive. TG

To: david c c who wrote (162599)	6/28/2005 11:07:48 AM
From: combjelly	Read Replies (1) \| Respond to of 275872

"AMD should gap up $3.00 tomorrow and just keep going up with anticipation of billions in settlement." A settlement isn't important. In fact, it might be a good idea to drag this one out a (human)generation or two. While this suit is going on, Intel is going to be in stealth mode, all of the detailed tricks and traps will be on hold for the interim. Given AMD's relative product strength, this is the best possible thing to happen... They need to bring Chartered up pronto...

To: david c c who wrote (162599)	6/28/2005 12:34:55 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"AMD should gap up $3.00 tomorrow and just keep going up with anticipation of billions in settlement" How about 56 cents. Then again, maybe AMD is the next Rambus.

To: david c c who wrote (162599)	6/28/2005 1:37:45 PM
From: Petz	Respond to of 275872

I wouldn't anticipate billions in settlement, but this is going to tarnish Intel's image. The press release is just masterful. It would be great if some AMD spokesman can get in the line that Intel chips waste megawatts of energy in corporate computers every day. Then Intel will be seen as being not just bullys, but wasteful bullys. I can't wait to hear how Cramer will defend Intel, saying that it is perfectly fine and legal to tell a customer that their price breaks depend on them not using a competitor's product. NOT! Actually, I don't want to hear that pathetic line from him. BTW, from my TVEyes, I see that an AMD spokesman was scheduled for 7:30 AM on CNBC, but apparently did not appear. More dirty pool from Intel? Petz