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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Scumbria who wrote (46241)1/15/1999 6:15:00 PM
From: Tenchusatsu  Respond to of 1584037
 
<It is quite clear that Intel management chose to hurt AMD by slashing Celeron pricing. It is also clear that they knew they could finance this through PII and Xeon sales.

That is the specific behavior that antitrust law was written to prevent.>

So, Scumbria, if you were the prosecutor working for the FTC or the DOJ, what would be your proposed solution to this heinous (pronounced hah-EE-nus, a la My Cousin Vinny) crime? Split Intel up into Celeron and Pentium? Tell Intel they have to allow AMD a minimum of 50% retail market share? Force Celeron prices to be above $150? Put Grove, Barrett, and Otellini in jail?

Tenchusatsu



To: Scumbria who wrote (46241)1/15/1999 6:26:00 PM
From: kash johal  Respond to of 1584037
 
Scumbria,

>Re:It is quite clear that Intel management chose to hurt AMD by >slashing Celeron pricing. It is also clear that they knew they could >finance this through PII and Xeon sales.

>That is the specific behavior that antitrust law was written to >prevent.

Yes, you know it, I know it, and so does everybody else.
Unfortunately this kind of thing is next to impossible to prove.
And Intel will have several plausible areas of deniability:

1. AMD did it first: We had high prices, until the jerks from AMD came along and slashed prices. We just had to match them to survive.

2. The Celeron is on an older process, it's already depreciated.

3. Jeez, Look at microsoft...they were giving it away.....at least we charged for our products.

4. If we didn't do it...our fabs would be at much lower capacity....and so our costs would rise...so we did it so we could provide lower prices overall to our customers...

5. well you get the picture.

This would in courts for 2-3 years in discovery etc and it wou;d just defocus AMD. Just look at Netscape....they were whining away to death until Steve saved their ass.

AMD just needs to keep focused on ramping the speeds and the profit margins, the stock analysts and the rest of us will be much happier.

Regards,

Kash



To: Scumbria who wrote (46241)1/15/1999 7:05:00 PM
From: Ritz  Read Replies (1) | Respond to of 1584037
 
Scumbria:

What "market" (used in the legal sense) would you claim PII and Xeon are monopolizing? High-end PC MPUs? Server MPUs? Without defining a market that Intel is supposedly monopolizing, there is no anti-trust case.

-Ritz