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


To: bnsbhat who wrote (162628)6/28/2005 7:42:42 AM
From: niceguy767Respond to of 275872
 
"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.


Worst case scenario is that with this lawsuit, AMD has provided the "perfect construct" for those currently intimidated by INTC to alter their ways.

Intimidated vendors can now tell INTC that they have to play straight as they are now under the legal microscope.

Interesting timing when one looks at it from such a perspective as this lawsuit provides a "safe harbour" for intimidated vendors to disengage from INTC's oppresive/illegal tactics at the very time that AMD is ramping up capacity.

Skilfully timed, from my vantage point.



To: bnsbhat who wrote (162628)6/28/2005 8:41:43 AM
From: RobohogsRead Replies (4) | Respond to of 275872
 
Some customers will be unhappy with amd however. This could backfire.

Jon



To: bnsbhat who wrote (162628)6/28/2005 10:21:09 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
S. Bhat,

Is this filing a tactical defensive move to insure that something like this does not repeat.

It is happening as we speak, so first, AMD needs Intel to stop it.

Here is my dream come true scenario, as far as ongoing business. Intel, after being found to be a monopoly that abused the monopoly power would be "supervised" for a period of time in all of its deals. They would have to be non-discriminatory and open (meaning public).

Damages for past actions woud be nice too...

Joe