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Technology Stocks : Intel Corporation (INTC)
INTC 50.22-0.7%Feb 9 3:59 PM EST

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To: henry tan who wrote (21581)5/13/1997 5:14:00 PM
From: henry tan   of 186894
 
All, I think the lawsuit will be solved very shortly. DEC is not anti INTEL. It just want to collect license fee and earn back some credit as a fading star in the computing industry.

1. I read back a few press releases(INTEL releated) from DEC. The most recent one is the announcement of dual P/2 workstation on the new DEC product line. DEC knows how much of its revenue is contributed from PC business. Even thought AMD could be the backup plan, I don't think DEC is in not deep yet.

2. TI has filed similar patent lawsuit(in early 90) against its competitors and received the compenstaions. DEC's best hope is to collect the license fee from the industry as TI.

3. I don't think INTEL will retaliate either. INTEL has taken DEC as a long time partner till MERCEDE is on the verge of success. INTEL may take SUNW as its compettiors in the high end workstation market. DEC is no heay weight player already. DEC can license the patent and use Mercede in 1999.

4. Dec's clients are INTEL's customers too. Any damage to INTEL's customers can bring the simliar damage to DEC's clients.

5.(Pure Specualtion)DEC might has difficulty to convince SAMSUN to jointly develop next generation Alpha. A lawsuit may get more chips on DEC's table.

Comments are welcomed.

-Henry
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