Intel Corp (INTC)

[wbmw]

Re: IMO customers are more likely to judge AMDs integrity by what they're told in private, which I would expect to be more honest than what comes out in press releases.

That could be even worse. Having to deal with AMD telling them one thing, and reading quotes from AMD execs saying something completely different. You don't think that would be frustrating, or at least awkward? Let's say you're Dell, and a very important customer wants an update on the schedule. Do you tell them the truth and break NDA, or do you tell them a lie and follow the AMD party line? Which is better: breaking the law or being deceitful to one of your best customers, when you know they will find out the truth eventually? I suppose AMD could just say they don't know (a white lie), or no comment (probably standard for most customers, but probably not for the big ones who trust them and have close working relationships). Let's say this customer is someone like Amazon. They want to spend $50M worth of Barcelona servers in July. Do you really think Dell is going to say, "No Comment?"