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


To: Joe NYC who wrote (162746)6/28/2005 1:42:54 PM
From: RobohogsRead Replies (3) | Respond to of 275872
 
But of course AMD's overall weaker position is only way this continued like this. The mfrs needed access to the full range of chips and other associated products and could not afford to snub Intel given AMD's capacity limitations, historical delays and technical glitches, etc. That is where the case is weak. AMD's indidual products might be better (hell, are better). BUT they are more limited in product range and units per product. That is a fact unfortunately.

Jon



To: Joe NYC who wrote (162746)6/28/2005 1:53:59 PM
From: rupert1Read Replies (1) | Respond to of 275872
 
>i>Yeah, but they are being bribed with their own money.

Are there twelve available jurists in Delaware, to be taken at random off the electoral roll, capable of understanding Intel's Russian-dolls system of rebate payments?

The AMD guy clearly indicated that although AMD had a duty to shareholders to seek money for past losses, plus punitive damages, the past was the past, and the company was mainly interested in the present and the future and Intel's opening up the market to AMD. There was a broad hint that AMD would prefer a consensual agreement with Intel.