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

To: fastpathguru who wrote (255053)	8/1/2008 4:38:33 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

Sorry, lack of a paper trail does not exonerate Intel: So convict on no evidence? They must have something, but what? You can't exclude the possibility of an "evil Intel" who is good at covering their tracks No and you can't exclude the possibility that there is no evil empire, but I'm sure you will anyway. The alternative is AMD failed by their own hand and that's too horrible to accept. While a paper trail would be a slam dunk conviction (and you can't exclude this possibility based on your personal lack of knowledge re: EU's evidence), it will be enough to convict Intel if the effects of Intel's loyalty rebates on OEMs are sufficiently coercive. I've already said that >>if<< Intel has contracts that specifically mention AMD and require exclusion then the EU is right to take action. I don't think they do. If you'd followed the discussion, you'd know that I was pointing out that the poster has gone on record as being opposed to any governing body taking action if the agreements do not specifically mention AMD. I was asking if we have any evidence that any agreements do specifically mention AMD. We already know that it may be the interpretation that the agreements cause exclusion in their effect without explicitly requiring it. That wasn't the argument so let's not waste time rehashing that point. has Intel identified your world-traveling, untrackable-discretionary-rebate-wielding rogue agent yet? We don't know that there is one. We haven't seen any evidence yet. Only press releases with vague accusations that lack specifics like "did any of the agreements specifically mention AMD and did any specifically require exclusion"? Until we have some facts we only have speculation. That's all either of us have been doing.