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

To: dougSF30 who wrote (162829)	6/28/2005 6:43:57 PM
From: TechieGuy-alt	Respond to of 275872

I'm sure they already have a lot of evidence already lined up. They wouldn't file something like this without it. I suspect HP is okay with it, and I'm almost certain Acer is in AMD's camp. Yes. Some top OEM's HAVE to realize that the only way to reclaim their profits is to break the back of the Intel monopoly and stop being distributors of Intel technology. TWO equally strong/big x86 players in this industry fairly fighting for socket wins based on price, performance and price/performance, features will do wonders for the box makers and AMD :) The only looser will be Intel. They have everything to loose. They can never be more than 90% of the revenues and 100% of the profits of this industry! I'm really happy this this suit comes onn the _strength_ of AMD rather than in the time of weakness of AMD. If they prevail, or even manager to muzzle Intel for a few years, the potential for market share gain is enormous. TG

To: dougSF30 who wrote (162829)	6/28/2005 7:21:51 PM
From: heatsinker2	Read Replies (4) \| Respond to of 275872

Doug, "I suspect HP is okay with it, and I'm almost certain Acer is in AMD's camp." Agreed. I have to believe that HP is more than OK with it. I think HP supports this and executives are willing to testify. HP is just too important to AMD, I don't think AMD would act against the wishes of HP. Good news here: Hurd must also approve, so the HP-AMD alliance is strong. In the end, I think the Intel/Dell alliance was the straw that broke the camels back for HP. Oh yeah, Bill Gates, I have to believe he's on board too. Of course, don't expect him to testify.