Brian,
Intel may utilize every legal maneuver they have at their disposal to maintain or expand their business, but do you honestly contend that Intel management would give up ANYTHING they did not clearly have to? Come on now, DEC hasn't even FILED as yet, and Andy is going to take action now? Do you know what claims DEC will make? [Last time I heard, DEC was bellyaching about not getting in on the good high-end Intel technology scoops - hardly something that the action you proposed would directly address.]
IMHO, Intel has taken care to ensure that its market position was arrived at by strong competition, and that they have protected themselves in a number of ways against claims of unfair competition and/or other antitrust violations. In the event that an antitrust suit is filed, and many years down the road Intel decides to settle it, it would seem premature for it to try to outguess the entire process and give away anything now, speculatively.
DEC may have decided to place its future in the hands of the lawyers, but not Intel.
As for Intel stock being "dead money" for several months - I am no trader so I wouldn't venture an opinion. However, it seems to me that oftentimes when I have heard these words about a stock, it seems to have a way of acting contrarily.
Best regards,
Arno |