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

To: gvatty who wrote (242029)	10/8/2007 12:54:36 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 275872

Gvatty, > No, that was Japan's FTC that made the findings about Intel's predatory rebates. Intel agreed to stop the predatory practice. It was not AMD's interpretation of Intel's contracts. It was the government of Japan. American courts are supposed to interpret American laws, not Japan's laws. I'm sure Supreme Court Justice Anthony Kennedy may disagree, but that's the way it should work. > If the oems pocket the rebates it doesn't help the consumer. Which is the heart of your argument. One OEM might pocket the difference. Another might pass on the savings to the consumer. The first OEM will have to respond or risk losing business. Like I said, from the perspective of lower costs to the consumer, this is no different than Intel just giving an unconditional discount. > Intel's research and development is probably 10 times the size of AMD and it has been that way for many years. ... They should be light years ahead of AMD. a) AMD and Intel were both founded at the same time. How come Intel has grown so much while AMD hasn't? b) Just because you can spend 10X the amount of R&D does not make you 10X richer in the end. A lot of those projects will never pan out. Some will, such as this little side project Intel funded called Banias, entrusted to a bunch of embattled engineers in Haifa, Israel. c) AMD has cut just about everything else but CPUs over the past 10 years. The exception, of course, is their acquisition of ATI. Now AMD has all of its eggs in one basket ... and it's not looking good. So you tell me, who's fault is it that AMD is just a fraction of the size of Intel? Tenchusatsu