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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 212.01+5.5%11:46 AM EST

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To: Dan3 who wrote (162702)6/28/2005 12:08:03 PM
From: economaniackRead Replies (2) of 275872
 
RE: Triple damages - nearly everything alleged by AMD constitutes per se violations of the Clayton act and is therefore already subject to triple damages.

7. The Court has subject matter jurisdiction under 28 U.S.C. § 1337 (commerce and antitrust regulation) and 28 U.S.C. § 1331 (federal question), as this action arises under Section 2 of the Sherman Act, 15 U.S.C. § 2, and Sections 4 and 16 of the Clayton Act, 15 U.S.C. §§ 15(a) and 26. The Court has supplemental subject matter jurisdiction of the pendent
state law claims under 28 U.S.C. § 1367.

I think that AMD will likely request an award in the 20-30 billion range.

Nearly all these claims are uncontested by Intel and are per se violations (means that they are illegal regardless of intent) so this is a very strong case. The stuff that will kill Intel in court are the threats. They will want to focus attention on the marketing aspect of their behavior and claim that any harm to AMD was inadvertent as a result of innocent attempts to protect their brand and share marketing costs so they only deserve a slap on the wrist. If a jury hears convincing testimony of direct threats of retaliation they will resent the countless hours that Intel will spend on the core of their case and Intel will pay through the nose.

I bet the jury awards AMD $40 billion and it is reduced on appeal. Intel will try and slow things down (after asking for a summary judgement) and build a record for appeal. They wont really contest (in the sense of trying to win) this trial at all.

I wonder how the AMD trial team is being compensated. This could be one of the largest contingency fees ever.

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