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

To: JCB01 who wrote (260358)	5/18/2009 11:51:44 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 275872

JCB, > No volume rebates? I would have taken every single one offered. A standard, stepped discount schedule with no other rebate scheme, et al? Depends - I'd have to see the numbers. Anothing thing to point out is that HP did take some of AMD's million free CPUs. The percentage was obviously much less than what AMD wanted, but I would contend the offer of a million free CPUs was extraordinarily high to begin with. (I know, AMD is free to do crazy things like that, but I'm only mentioning the size of the offer to put the small acceptance percentage in the proper context.) That's why when AMD contends that "no rational computer maker would have left free processors on the table," they are creating an overly black-n-white scenario for their own benefit. Not that AMD should be expected to do anything else, but when the EU led by Neelie the Terrible accepts that argument verbatim, I have to cry foul. Tenchusatsu

To: JCB01 who wrote (260358)	5/18/2009 5:42:33 PM
From: smooth2o	Respond to of 275872

Wait. Wasn't there some caveat about getting 1M CPUs based on the 4M CPUs to be ordered? That pretty much changes things... Smooth

To: JCB01 who wrote (260358)	5/18/2009 5:46:47 PM
From: smooth2o	Respond to of 275872

jcb: On a separate subject, I think Combjelly made the point that Intel was reacting out of desperation with their backs against the wall. As I recall, through the entire process Intel was raising frequencies to show at least competitive speed compared to AMD (even if it had a superior architecture). I wouldn't say "back against the wall". NO intervention would maintain MSS in light of a really faster processor in ALL applications. AMD was/is not the incumbent, but they did make inroads to the OEMs during this time... Smooth