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Rome:
A New Pope was named today, Benedict XVI, and AMD investors are struggling to understand just what Intel intends to do to use this opportunity to strike out at AMD.
"We never wanted our man in there in the first place" Hector Ruiz was quoted as saying. "In fact, our future plans are based on not having our man as the head of the Church. It's just like Intel to use their monopolistic powers to corrupt even the highest places."
Meanwhile NiceGuy sees this as a sure sign that AMD is about to take off for new highs...
Didn't you hear? The Cardinals actually were going to pick someone else, but AMD complained to the Vatican about intel's strong arming them, so they picked the German guy instead.
btw, anything else that didn't go AMD's way in the past, present, and future, was, is, and will also be, intels fault.
Dirk is a Genius, and Hector is a God.
GO AMD!
strangely quiet over on the amd thread...
gb
You must have missed reading the SI AMD thread, where several of the usual AMDroids are desperately trying to convince themselves, that today's Q1 report was somehow bad news for intel. Incredible.
Nice idea, but how are you going to cool such a device?
Tenchu
Just thinking out loud here, but I think I can answer that question, by asking a question or two that may cause people to think outside the box..... WAG coming.....
Is it really the entire die that generates the same level of heat, or would you suppose there may be some areas of the die that are hotter then others? And assuming the answer is yes, can anyone think of any way possible to target those specific areas? Are big heat sinks, or similar cooling solutions mounted to the package the only way?
Semi
The die photos show 2 adjacent die on a single piece of silicon.
I must have missed that photo, can you provide a link? Thanks.
Alan
Let me make sure I understand what you are thinking first though. They cut down smithfield into a single die and package it as a single die, single core, and throw away the bad core?
Well another way of looking at it is they don't cut P4s when 2 adjacent die are good. Otherwise it's just another P4. I admit this is conjecture on my part but the only piece missing is my not quite complete understanding of the sawing process.
I know this is kind of an old message, but I haven't been around lately, and I'm just catching up. Question, it seems that both Alan and yourself are basing your messages on the assumption that dual core is 2 die, side by side. Is that how it's going to be? Isn't it possible that it may be done another way, ie: stacked packaging, like flash, instead? That way, any "adjacent" good die/bad die testing and sawing issues, are irrelevant, and it would simply be a packaging issue? Seems much simpler to go that way, IMO. Just a WAG.
Intel Corporation Earnings Conference Call (Q1 2005)
Scheduled to start Tue, Apr 19, 2005, 5:30 pm Eastern
http://biz.yahoo.com/cc/4/54354.html
Very interesting comments:
yield stability continues to improve in our East
Fishkill fab
Followed immediately by this line:
IBM semiconductor technology leads the industry.
These guys should be writing AMD's press releases!
Well, if "the industry" they're talking about, is the low volume, low yield, unstable process, semiconductor industry, then they may have a point. It appears they seem to be leading in that area.....
Keith -
We're just anonymous posters on a public forum. We don't run major Corporations and we don't represent shareholders. We speak only for ourselves and we don't need to uphold a certain level of maturity and dignity.
Don't bother. I see clearly now, that this person felt no need to criticise AMD's "childish" Corporate Officers public remarks to the media, apparently, that's OK with them. So, it seems obvious to me, that in reality, this person has no issue with "childish" remarks per se, as long as those remarks are made by AMD's officers, but only has an issue with me making fun of them, when they do. I'm not surprised.
Thanks Anyway
I can only hope that you´re joking. I said that I think your post
is childish, and you send off a TOS complaint. That makes even less sense than your silly post earlier.
Well, stop hoping, cause I'm not. Like I said, feel free to put me on ignore. As a matter of fact, PLEASE do it, ASAP. Thanks. And you have my permission to regenerate your profile ignore list, and add me too it.
Oh wait, I see you still have the list. Way to go..... I must say, IMO, that's certainly an example of Very Grown Up Posting.
Semi´s post indeed seems like the most childish I´ve read here on I-Hub in many years. That´s quite an achievement, since the bar was
fairly high to begin with. I guess the layout only added to the effect.
The difference is, I'm not a corporate officer, and I don't run a Major Corporation. But hey, please feel free to put me on ignore, and announce it in a list that you create in your profile..... again, like you did before, "Mr. Grown Up Adult".
Personal Attack TOS violation reported to Matt.
But I guess crybaby huffing and puffing, or blaming intel, is what AMD's officers do best
Do best? I thought it was the only thing they do...
You're right, I meant to say, the only thing, that's for sure. My mistake. In contrast, look at what an intel spokeperson's response was to Hector's, and Marty Seyer's crybaby antics.....
http://biz.yahoo.com/ap/050415/intel_chip_race.html?.v=2
"We'll leave the debates over design elegance to others," said Intel spokeswoman Laura Anderson in an e-mail Friday. "At the end of the day, what matters is the platform value that is being delivered to the marketplace for the people who use the technology."
Anderson said Intel has long planned to launch its chip next week, which coincides with the 40th anniversary of Moore's Law, company co-founder Gordon Moore's famous prediction that the number of transistors and other components crammed on an integrated circuit would double ever two years. That prediction set the pace of innovation for the semiconductor industry.
So it looks to me like intel had a chance to "spit back" at AMD, but instead decided to take the classy high road, instead of lowering themselves to wallowing around with AMD in the pig slop.
I'm not surprised
Is this ever the all time hypocritical claim? Perhaps matched only by AMD's announcement that their future plans were based on NOT doing business with DELL.
What a laugh!
Boy, I was wrong about hector drinking that "Sour Grapes Tanker Truck" all by himself. It looks like Hector has been sharing that Tanker Truck contents around SI
http://www.siliconinvestor.com/readreplies.aspx?msgid=21233395
AMD huffs and puffs over Intel win
HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA
WHEW...... All I can say is, there must have been a very good deal on "Sour Grape Drink" this week in the AMD campus cafe, because it looks like ole Hector drank a tanker truck full of it. <Get it? Hector..... full of it? Oh man, I slay me>
<Baby Hector Impersonation On>
WAAAAA WAAAAA WAAAAA WAAAAA, Booo Hoooo, Booooo Hooooo..... Sob Sob Sob..... so..... so...... who cares if you beat me, I wasn't even trying to win, I don't care, and it's not about who wins anyway...... so there.
WAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA
<Baby Hector Off>
Now we see Hectors true colors. The true measure of a person, isn't how they act when they win, but how they act when they don't. Iyt's called "being a sore loser". I can't help contrasting that with what Craig did when intel was stumbling last year. He didn't go crybaby huffing and puffing to the press about AMD, instead he took his own company people to task for their performance. Quite a leadership contrast IMO.
But I guess crybaby huffing and puffing, or blaming intel, is what AMD's officers do best, when things don't go their way. I'm not surprised. Expect to hear similar "We didn't care anyway", or, "it wasn't a race anyway", type statements from the AMD fanboy crowd, no doubt. I haven't looked on "that other thread" yet. Anybody want to bet against me being right on that one?
I didn't think so
First dual core PC goes on sale
http://www.theinquirer.net/?article=22556
PC Magazine brings us the newest Dell Dimension, the XPS Gen5 featuring the Intel Pentium EE 840. The XPS Gen 5 has a Dual Core plus Media Center 2005 flanked with two TV tuners. You get "only" half a terabyte of hard disk space though plus a 20-inch LCD monitor, the possibility to overclock the beast even more and a X850 XT PE video card, a chicken-tooth-like component. Performance is stellar as you would guess for only $3999.
Alienware jumps gun on dual core Pentium
http://www.theinquirer.net/?article=22551
PC FIRM Alienware said it will supply a dual core PC using the Pentium Processor Extreme Edition 840 using Intel's 955X "Express" chipset.
AMD's flash unit--not an easy sell?
http://news.zdnet.com/2100-9584_22-5670090.html
Advanced Micro Devices is spinning off its flash unit, but the company's timing could have been better, analysts said.
The most recent quarters, however, have been tough times. Spansion has reported two consecutive quarterly operating losses, has seen its market share drop significantly and is starting to experience pressure from Samsung and other companies as the different wings of the flash market--NAND and NOR--blur.
"They have got to make it more appealing than they have so far," said Kevin Krewell, editor-in-chief of the Microprocessor Report.
To top it off, semiconductors are out of favor in the IPO market at the moment, said Bill McLeod, co-director of capital markets at Thomas Weisel Partners, at a presentation at the VentureOne conference in San Francisco this week.
Splitting the company should buoy some of the investors who mostly look at AMD as a processor company, Krewell said. But they should remember the company's past, he added: "People forget that when the processor business was hurting, it was the flash business that kept them going."
Oh wait..... I forgot..... again. Silly me, that's just 1 Analyst.
Amazing
Intel may drop high-k gate dielectric
http://www.eet.com/news/semi/showArticle.jhtml?articleID=160900376
MUNICH, Germany — Intel Corp. may drop the use of a high-k dielectric in the transistor gate stack at the 45-nanometer manufacturing process node, according to Paolo Gargini, Intel Fellow and the company's director of technology strategy.
Gargini, added that the company is working on a second high-k material, with a yet higher dielectric constant, but emphasized that the company's process technologies beyond the 65-nm node are not fixed. He said engineers were being encouraged to find a different engineering solution to the use of high-k.
AMD Flash-Memory Spin-Off Creates Risk
http://www.forbes.com/markets/2005/04/14/0414automarketscan17.html
J.P. Morgan reiterated an "underweight" rating on Advanced Micro Devices (nyse: AMD - news - people ), saying it views the company's spin-off of the flash-memory business as a potential risk to earnings. The research firm cited AMD's "spotty execution history" and aggressive flash pricing from Intel (nasdaq: INTC - news - people ) as additional risks to calendar 2005 estimates. According to J.P. Morgan, AMD's processor business only earned approximately 13 cents per share in calendar 2004.
Oh yeah...... I "forgot". That's only 1 Analyst.....
Amazing
Wow! You found an analyst with a bearish view. Amazing.
It's not anything "amazing" at all. Simply an evaluation of the data. Well, I guess I shouldn't be surprised that in a some similar hypothetical situation, some people, might think that evaluating the data, and coming to the obvious conclusion, leaves "others", in a state of amazement. But perhaps that might simply be because, "they", instead of living in reality, are living in some sort of AMD Fanboy Fantasy Land. So that hypothetical person's amazement, wouldn't surprise me a bit. But for arguments sake, let's go ahead and look at more than 1 analyst.
If we use a common standard that a "Hold" recomendation is neutral, and lower is "bearish", and higher is bullish, then that would actually mean, that 22 Analysts are neutral on AMD, vs. 6 who are bullish, and 6 who are bearish. And it doesn't seem to have changed much at all in the last quarter.....
http://finance.yahoo.com/q/ao?s=AMD
On the other hand, if we apply the same standard to intel, there are 12 "neutrals, 3 "bears" and 24 "Bulls"
http://finance.yahoo.com/q/ao?s=INTC
Seems pretty clear to me, which company Wall Street thinks is the better bet. Probably anybody reviewing the data can see that too.... I mean of course, anybody, NOT looking through AMD Fanboy Rose Colored Glasses, that is.
You may want to research the term "high beta stock".
Sure thing, and you might want to research the term "AMD rose colored glasses".
btw, Market Watch sems to also agree with "Our Conclusion", that AMD's stock fall today, is due to AMD Flash screw ups, AND poor PC margins.....
http://tinyurl.com/69cbp
Advanced Micro slides on Q1 loss
Still, the company's operating margin in the PC chip business is low compared to Intel's, according to Eric Ross, an analyst with the San Francisco investment bank ThinkEquity Partners.
AMD's PC operating margin is 12 percent, versus 30 percent for Intel, Ross said.
"AMD has relatively poor microprocessor operating margins even in the current environment in which the computing market is relatively strong and AMD is gaining share," A.G. Edwards analyst David Wong wrote.
Perhaps they need to "research the term "high beta stock" too, instead of the more obvious, AMD poor Flash performance/Poor PC margins, reason they conclude. Perhaps "they" are not currently wearing those AMD rose colored glasses, like some "other people" are, and I guess it's easier to see things more clearly, without them, eh?
Yeah, I'm sure it has nothing to do with the overall stock markets today.
Good, I'm glad you agree, that it is probably due to AMD screw ups with Flash, and their Q1, -$0.04 loss vs. +$0.02 consensus, and has nothing to do with the overall market. Thanks for confirming my suspicion. But hey, if it makes some "other people" feel better, to blame it on "the overall stock markets today", indstead of the more likely reason, that "AMD screwed up", then that's fine with me too.
btw, as of this writing, the SOX is down 0.99%. INTC is down 0.74% in line with SOX, and AMD is down 3.58% more then 3x the SOX, so that seems to indicate that you are correct, AMD's falling, is most likely NOT due to the Markets at all. Good call.
A/H likes the fact that flash is being jettisoned.
Yeah, well, it looks like Wall Street woke up and smelled the coffe this morning. Combined with the loss in the normal trading session yesturday for AMD, it appears like Wall Street saw reality, and doesn't quite like AMD's current situation so much in the light of daytime.
Intel's "Platform" Train Gets Rolling
http://biz.yahoo.com/bw/050414/136019.html?.v=1
Intel Reveals Plans for New Notebook Platform Tailored for Chinese University Students
Neusoft Institute of Information Adopts Intel(R) Centrino(TM) Mobile Technology-Based Notebooks for More Than 8,000 Students
BEIJING--(BUSINESS WIRE)--April 14, 2005-- Intel Corporation China today announced the next phase of its successful Intel® Mobile Initiative for Learning in Education, revealing plans for a new notebook platform specifically designed for Chinese university students. The new notebook platform, codenamed "Tanggula," will be stylish and light-weight, and will come in a range of affordable performance and entry-level designs for students and parents.
Of course there was. Continue like before.
I guess what I meant was, a "Smart" business choice
I Always figured TI
As the most likely, and after that either a samsung or STmicro. I think culture issues would doom the samsung or STmicro merger but TI might just work. I still doubt that will happen. I think the world is moving away from vertical integrated companies so I really doubt it would be an IBM or a SUN. I predict IBM will be out of the semi business within ten years.
--Alan
Do you think it might be possible for one of the foundry's to take a look at AMD? After all, they have 1 Fab up and running, and a second one in progress, and it would give the Tiwanese foundrys a new presence in Europe, plus it would give them an almost finished 90nm fab. Seems like they might want to consider it,..... no?
No, AMD is focussing on CPUs, and that is simply their best bet.
I think that it is probably more accurate to say that it is simply their Only Bet left. Best bet, sort of implies that there was a choice available. Business wise, it doesn't seem to me like there was any choice available at all. JMO
AMD Qualifies Production of 65nm Logic on 300mm Wafers.
Is it just me, or does AMD sound even further behind with 65nm? There's still no mention of 65nm prototype CPUs, just some vague references to factory qualification and yields of SRAM product. You would think they would brag a little more if they had anything to brag about.
AMD BRAG?????? How could you think such a thing? But you're right. If they had anything of substance to brag about, they would. The fact that they aren't, tells me something.
In any case, The title of the story is misleading. When speaking about 65nm SRAM yields, it appears that those yields are in Fishkill, not in Fab36. Also, there is a big difference between qualifying your Fab36 tools, and "Qualifying Production" at Fab36. The important part of their statement concerning the status of Fab36 was this: "“We are qualifying equipment as we speak." Qualifying equipment, and running production, are 2 very different things.
Just because AMD is running SRAM in Fishkill, doesn't mean it will run in Fab36. FYI, what qualifying equipment means, is that the equipment has been installed, and plumbed for Chemicals and Electricity, and then you start "qualifying" the equipment, to make sure that the equipment is able to meet the equipment suppliers targets. Testing is done to make sure that the equipment processes the correct number of wafers, that, for example an etcher, is etching materials at the required rate, that the polishers are removing the amount of material at the rate the vendor says it can, etc etc etc., but that's quite a ways away from producing anything. When I started up my last Fab, there was tons of work that needed to be done to bring the Fab from "qualifying equipment" to "Production Ready".
IMO, I believe AMD will begin running short loop test wafers in Fab36 in the middle of 2005 (IAW his "begin to process 65nm in the middle of 2005" statement). That doesn't mean that everything will go smoothly with the "Equipment Qualifications" between now and then, and it doesn't mean that any of those short loops will come out good. But, ASSUMING things go right, most likely, there won't be any production at all out of the Fab until "some time" in 2006. Shoot, if AMD even gets 1 "Volume Production" wafer, into the line by Dec 31, 2006, That would still make their "Be in volume production in 2006" statement true, now wouldn't it
Intel Q&A: Homework for motherboard makers
http://www.digitimes.com/mobos/a20050408PR200.html
For Taiwan’s motherboard industry there is definitely no company more important than Intel. While other processor and chipset makers, as well as other component suppliers and valued customers play their important roles in the industry’s development, Intel defines the rules of the game.
Semi
If folks would simply ignore those posters who don't contribute anything of value they'd be much happier.
I agree, and that's kind of what I was trying to "suggest" here. http://www.investorshub.com/boards/read_msg.asp?message_id=5979420 I've found, that if an audience is witheld, often times, the person will get bored and go away. And in this case, that would be just fine with me
Tenchu (reposted due to "moderation")
FYI, From the iHub Moderators "Manage" access screen.....
Removed By: IH Admin [Matt] Previous / Next
Posted by: Tenchu
In reply to: Andy Grave who wrote msg# 16765 Date:4/6/2005 4:04:45 AM
Post #16769 of 16817
I had no clue about the moderation, but it looks like "somebody" complained to Matt. Same with Tecate's post. Sorry. Just be aware that "somebody" might complain again.
I have the WatsonLuser on hide
You're lucky. Due to the iHub software, 've found, that a moderator is not able to hide/ignore anyone's postings.....
Of course "hypothetically", if a Moderator, or anyone else, feels that a post is worthless, of no redeaming value, and that the person posting has proven themselves time and time again, to basically be nothing more then a Bitter Troll, then the Moderator, or anyone else, can simply CHOOSE to ignore the post, and refrain from responding at all. I've found that's really the best way to deny a "hypothetical" Bitter Troll, the audience response that they so desperately crave. Ya know?
Intel Unveils New Multi-Level Cell Flash Products for Embedded Market Segment
http://biz.yahoo.com/bw/050407/75316.html?.v=1
TOKYO--(BUSINESS WIRE)--April 7, 2005-- Intel Corporation today introduced Intel StrataFlash® Embedded Memory, a family of low-cost, high-performance NOR flash memory products targeted for embedded applications in such market segments as consumer electronics, industrial and wired communications.
Intel's fourth-generation, Multi-Level Cell products target OEMs in embedded market segments that are increasingly requiring higher performance and density for flash memory. This type of performance is especially suited for platform designs ranging from digital cameras and household electronics to network routers and switches and handheld devices.
Intel Pentium Extreme Edition dual-core CPU
http://www.theregister.co.uk/2005/04/05/review_intel_pentium_dual-core/
Verdict
Would we buy a brand new PEE-based machine? Probably not, but that's the answer we give with most new technology. We said it about Serial ATA, PCI Express, DDR memory and DDR2 memory, and now we're saying it about dual-core processors - ultimately, the price premium for the Extreme Edition will be too high.
That said, dual- and multi-core processors are definitely the way forward. Unlike Hyper-Threading, using a dual-core processor really is like adding a second CPU to your machine, rather than faking it up, as HT does. You really do have double the processor resources, all the time, not just when there happen to be some execution units going spare.
As is always the case, early adopters are going to pay a high price for small gains, but as Intel rolls out dual-core chips across all its platforms, software developers will be forced to code applications with multi-threading support. In the meantime though, anyone who's doing a significant amount of multi-tasking should see a significant performance boost right now.
AMD and Intel crack on with dual core plans
http://www.theinquirer.net/?article=22357
The dual core desktop chips formerly codenamed "Smithfield" will begin to be available - to motherboard customers at least -in the period between April and June.....
One of the advantages Intel has is its Vanderpool (VT) technology, which Intel has pulled forward by a whole year for its desktop CPUs. It was originally intended to be launched first for the Itanium but in January it said it is nearly ready to go with the technology.....
But if, as our inside informers tell us, Intel has several software manufacturers lined up to deliver things that work when its dual core chips launch, then it may well steal a march on its hated competitor AMD, and also show demonstrable advantages from Vanderpool for businesses and consumers too. And that will sell more Intel microprocessors. And that's what Intel wants.....
In 2004 Meta Group found that companies gained an average of six hours a week of additional useful work per employee when switching from desktop PCs to notebook computers.
???
They probably found, that the reason is, because then, instead of leaving your desktop in your cubicle, you can bring your laptop to whatever boring meeting is scheduled, and get some REAL WORK done during that time. Not that I've done that
Nvidia’s nForce4 for Intel to arrive on April 6
http://www.digitimes.com/mobos/a20050401A4015.html
Nvidia will launch its nForce4 Intel Edition media and communications processor (MCP), which supports Nvidia’s scalable link interface (SLI) graphics architecture on April 6, according to the company.
The new MCP for Intel’s Pentium 4 platform, which was unveiled at CeBIT 2005, will be featured on motherboards from at least eight Taiwan-based motherboard makers.
SGI Altix Surpasses Competitors
http://biz.yahoo.com/prnews/050331/sfth018.html?.v=5
SGI Altix Surpasses Competitors by Up to Eight Times in New HPC Challenge Benchmark Tests
- Altix Dominates 64-Processor Servers From IBM, Cray and Sun, While 1,008-Processor Altix Captures Lead in Three Key Tests
MOUNTAIN VIEW, Calif., March 31 /PRNewswire-FirstCall/ -- Silicon Graphics (NYSE: SGI - News) today announced its award-winning SGI® Altix® 3000 system has beaten comparable servers from IBM, Cray and Sun on performance tests that comprise the new HPC Challenge Benchmark. The results reveal that SGI Altix delivers as much as eight times the performance of IBM servers and four times the performance of Cray supercomputers in key categories.
Results submitted March 2 by SGI show that a 64-processor SGI Altix system bested similarly configured servers from IBM, Cray and Sun on five of the HPC Challenge (HPCC) Benchmark's list of eight tests. The HPCC benchmark extends the Linpack benchmark used to determine the well-known Top 500 list of the world's fastest supercomputers.
Intel Corp. (INTC ): Reiterates 3 STARS (hold)
Analyst: Amrit Tewary
http://yahoo.businessweek.com/investor/content/apr2005/pi2005041_5034_pi010.htm
iIntel states that although it does not agree with the facts underlying the Japan Fair Trade Commission's March 8th allegations, it still plans to comply with the agency's recommendations. The commission had earlier demanded that Intel stop curbing competition in the microprocessor market by pressuring Japanese clients to buy its chips. While we have no way of evaluating the substance of the charges, we believe Intel will need to reword some contracts and/or modify some business practices in order to comply. We are maintaining our target price of $29.
Dell, Gateway Unwrap New Notebook PCs
http://story.news.yahoo.com/news?tmpl=story&u=/nf/20050401/bs_nf/32168
Seeking to cash in on the growing demand for mobile machines, Dell (Nasdaq: DELL - news) and Gateway are launching new notebook PCs that pack a lot of punch into small packages.
Dell this week took the wraps off if its Latitude X1, targeting business road warriors with a laptop that weighs in at just 2.5 pounds and features a 12-inch display and a power adapter that is some 50 percent smaller than the typical Latitude power adapter.
When configured with the optional six-cell battery, it has up to six hours of battery life.
Full-featured Mobile Machines
Starting at US$1,699, the Latitude X1 is powered by Intel's (Nasdaq: INTC - news) Centrino mobile chipset and offers both Wi-Fi (802.11 b/g) and Bluetooth wireless connectivity. Customers can choose between a 30GB or 60GB hard drive, as well as an optional 8X DVD-ROM, 24X CD-RW/DVD combination.
At the same time, Gateway has introduced its M680 and M360 laptops, billed as mobile workstations, with the former featuring a 17-inch screen, Centrino technology and PCI Express graphics. The M680 is a pound lighter and thinner than its predecessor, the M675, at 7.7 pounds and 1.24 inches
Although we are not changing our revenue estimates at this time, we estimate that about $220 million of processor revenues in the region could shift to Advanced Micro Devices, or 3.5% of our fiscal 2006 total AMD revenue projection," said Wells Fargo Securities.
This is exactly why I believe that AMD will not go to court to sue intel. Why? Because going to the Japanese Government instead was so successfull. I think that there is no doubt, that regardless what a person thinks of the ruling, it will certainly lead to higher sales for AMD in the region, so AMD comes out a winner, while getting the Japanese Government do all the heavy lifting.
Put yourself in Hector Ruiz place. Maybe I'm just WAG here, but I see 2 scenerios. There may be others
Man, that Japanese thing worked out great. We kept our hands out of the muck, and we are gonna rake in some Big Yen off this deal, no doubt. And the best part..... We come out smelling like a rose, while intel ends up with crap on their face. Man, the Board might even come across with a big bonus for me on this one. What we need to do now, is, we should continue to press our case with the EU, and even possibly expand our complaining, crybaby, winey ass, ways to other regions of the planet. Hell, we got the Japanese to do it, and it cost us nothing. Let's do it again. Shoot, maybe this could even turn out to be the goose that laid the golden egg. Let's milk it for all it's worth.
Or
We want restitution and justice, so get that legal department cranked up, file those papers, schedule that court time, pay those fees, get ready for a down in the trenches, mud slinging battle, bring on all that publicity, and after all that time, effort, and not to mention no doubt quite a bit of expense, if we still have a company in existance, we shall be vindicated, justice shall be served, and with that restitution, we'll probably receive a financial blip on our revenue forcast this quarter.
Now be honest, do you think Hector will be more likely to go with some sort of variation on the second scenerio?? I don't. I think he's more likely to go with some variation on the first, which IMO, would be the smarter choice, from a business perspective. I guess we'll see if Hector lets his ego get in the way of his business sense, ala Jerry Sanders. Yes, I guess we'll see.