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

To: Elmer Phud who wrote (252239)	5/21/2008 4:47:37 PM
From: fastpathguru	Read Replies (1) \| Respond to of 275872

>No, I think that AMD will attempt to divide OEM's demand into contestable and un-contestable componenets, and the rebates should be applied to Intel's sales into the contestable component a-la the discount attribution standard, resulting in below-cost pricing for that component. Assuming for a moment that the Judge accepts this approach, how do you know it will result in below cost pricing? Did you miss the very next couple of lines I wrote? "That is what they say they can do. [...] Depending upon the evidence, it could be a total failure, or a slam dunk." I don't know it would result in below-cost pricing. I would need to see the evidence to claim that with confidence. I'm perfectly willing to concede that AMD's case hinges upon the quality of their evidence. (My opinion is that their theory is sound.) I don't think that the Intel proponents here are willing to concede anything, which of course is Intel's MO as well. fpg