Replies to post #18454 on Intel Corp (INTC)

[tecate]

It seems quite strange that they would do this w/o consulting their customers and have evidence in hand.

It does seem to be situation where they are very frustrated and want recourse because they are not gaining where they want to gain and THINK they should be gaining because right now some of their products perform higher than Intel's, I think you mentioned or someone else, Intel's platformization(?) is a scary thing to them, look what happened with Centrino... they were the big pushers of clockspeed isn't everything, Intel has big problems, agrees with them, starts platforms and still retain marketshare...

Alan, some of the things AMD wrote do disturb me though... What do you think?

kate

[Dan3]

Re: They answered that they would go into discovery by issuing subpoenas and collecting information to validate their claims. I find that interesting... you mean the claims have not yet been validated and you don't have the evidence in your hot little hands already?

AMD has been feeding Intel rope for the last year as they put this case together. They couldn't very well ask for sworn statements without saying why, and putting Intel's extortion squad into stealth mode. They have enough of this as a done deal to do the job. More than enough.

[smooth2o]

Alan,...anyway, it is a fun listen.

Sure is.

I think the best answer for Intel to the AMD "public" declaration in the WSJ ad this am is for Intel to place a similar full page ad in the WSJ stating all the reasons why customers prefer Intel over AMD. This would certainly divert the issues from one of money and power to "that's what the customers want".

Smooth