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


To: BUGGI-WO who wrote (237383)7/27/2007 11:11:35 AM
From: pgerassiRespond to of 275872
 
Dear Buggi:

Worst case isn't likely, but it does happen. Your less than $1 billion worst case is nowhere near the worst case. That part was a dream on your part. The likely outcome is more than your worst case. Granted, it is likely not as bad as the worst case. My estimate is more like 1/8th to 1/4th of the worst case I defined. More likely is the steering of contracts away from Intel to show, "I am not guilty of aiding and abetting a monopoly (EU)!' And the breaking of any Intel exclusive ones for the same reasons.

The problem for Intel is when they try AMD, they may stay with AMD over the long term.

Pete