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

To: Elmer Phud who wrote (262020)	10/17/2009 12:57:55 PM
From: Mahmoud Mohammed	Read Replies (2) \| Respond to of 275872

Elmer, Re: "Furthermore, a product, by itself, could be so compelling as to make it's mere offering coercive." Nehalem might fall into that category. Mahmoud

To: Elmer Phud who wrote (262020)	10/17/2009 2:55:48 PM
From: fastpathguru	Read Replies (1) \| Respond to of 275872

Remember, its the effect of the rebates, not the wording. If the effect is coercive, they're coercive. Your reasoning gets more bizarre by the post. By your reasoning, AMD has the power to make Intel's contracts coercive by not offering a compelling alternative. Yes Elmer, ignore the emails and affidavits that show Lenovo was Jonesing for Opteron because their Intel-only stance was putting them at a competitive disadvantage. Need a reminder? I just LOVE these little arguments with you, because it is always so clear you have NO ***ING CLUE what you are talking about: 2.7.2. Lenovo's consideration of AMD (505) According to Lenovo's submission of 27 November 2007, in 2005 and at the beginning of 2006, Lenovo experienced "problems of the Lenovo-Intel relationship across all parts of the business." Lenovo considered that the "Intel platform brand is increasingly not cost competitive" and "[o]ver time, Intel was losing the battle with AMD on price and reliability."637 A draft Lenovo-Intel CEO Briefing Document of February 2006 stated that there were also problems with supplies. "Intel shortages in 2005 caused [a substantial amount]638 in lost revenue (...), […]" Furthermore, […]"639 "Intel's support of Lenovo's marketing efforts was disappointing: […]"640 OTOH, 2.7.4. Agreement to launch AMD-based Lenovo notebooks (507) At the same time as Lenovo was experiencing problems in its relations with Intel, it also experienced market demand for AMD-based notebooks. In August 2005, [Lenovo executive] wrote to [Lenovo executive]: "If the AMD notebook product in [geographical area] is what is required to meet customer requirements then we should get the product announced and shipped."645 In September 2005, at an internal Lenovo meeting to evaluate Intel's rebate proposal for 2006, Lenovo assessed the competitive environment prevailing at the time with the following comments: "AMD has widespread penetration";646 "AMD is Especially Strong in Small Business; AMD Has the highest penetration in the market Lenovo is targeting for growth";647 "AMD gaining momentum in Notebooks";648 "AMD Gaining Momentum in the Enterprise; AMD technologies are competitive; Lenovo sales teams are asking for an AMD alternative";649 "AMD CPU Prices Are Significantly Below Intel; ASP [Average Sales Price] Gap growing due to Intel ASP increasing while AMD ASP is decreasing";650 "AMD Gaining [geographical area] Market Share; EXPECTATIONS: Large CPU cost gap will continue to drive AMD [page break] share; [Lenovo notebook product] will increase mobile share."651 On 13 September 2005, an internal Lenovo presentation prepared to brief [Lenovo Senior executive] on Intel's rebate proposal, summarised: "AMD acceptance and share is greater in [certain] segments in 2006; AMD continuing to drive down processor costs; […]."652 Message 26020241 Furthermore, a product, by itself, could be so compelling as to make it's mere offering coercive.* See above which company's products were "compelling", and which other company had to offer millions of dollars in rebates to overcome that. The only way to establish competition is to enforce mediocrity. Superior products, superior service and superior pricing is anti-competitive if it is compelling. What a world you must live in. One where the evidence aligns with my position. One where I don't have to so transparently fabricate egregious straw-man arguments. fpg