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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.44+6.2%3:59 PM EST

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To: wanna_bmw who wrote (54327)9/10/2001 12:21:47 PM
From: jjayxxxxRead Replies (1) of 275872
 
re: Intel & Via suits

<For one thing, Intel has already made public the patents that VIA is violating. They are very clear cut chipset patents that are unique to the Pentium 4 bus. VIA has not yet made public which patents Intel is violating, but I'm inclined to believe that they were gained through some acquisition, rather than through IP originally owned by the company. This is probably a knee-jerk reaction to Intel's suit, and their patents possibly don't hold as much water as VIA is making it seem.>

Lots of speculating going on here about Via's angle without any real data. I tend to agree with you, but there is always a chance (and who knows what the odds are) that Via actually has a valid claim.

<Also, notice that VIA has been a hound to the press, making sure that their story is heard by the public. Meanwhile, Intel hasn't felt the need to say anything. Some people might say that's a clear indication that VIA is in the intimidated position>

Not enough time has passed for that sort of conclusion. Via simply may not have had enough time to present their case to the public.

Plus, aren't you sort of saying two opposites at once?

In the first case, you say Intel has clearly shown what patents are being violated, and therefore they have the better case. But later, you say that "Intel hasn't felt the need to say anything" and therefore must have the better case.

Which is it: Intel saying something or not? Good or bad? Can't have it both ways and be good for each case, unless you apply the same rules to Via.

I happen to agree that what you are saying will likely unfold, however, I just think it is way too soon to pronounce anything as a "clear indication" without more real information.

JJ
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