@TG - EU
What should we say now. No decision was finally made, so its
up to everyone, whether he thinks that Intel has to pay some-
thing or not. When you ask me, Intel violated rules in the
past, but changed these, after AMD went very aggressive here.
The biggest decision making event was probably the japan
trial. I don't have facts on hand, but I assume, that Intel
changed some pratices after that. You could see the result -
AMD is now in nearly all major OEMs, which wasn't the case
before. I don't think Intel will say officially that they
did something wrong, of course, but it could be, that they
have to pay something in europe first. When I look at other
filings especially in the auto sector, the charges were a
3 digit number. I would expect the same for Intel, if they
can't rule that out for them in a good way. I would expect
payments of 400-700Mio. Euros, which means Intel has to pay
as much as 1B $ in a very worst case mode. Keep in mind, that
AMD will get not a single penny for that. The number is
probably smaller and it has to be seen finally, if it will
go that way. 1B payment for Intel isn't nice for shareholders,
but thats 2/3 of a quarter work to get that again in. With
over 10B in the banks, even if they have to pay, it will not
change something. What this will mean for the US courts has
to be seen. I don't want to speculate, whether a "against
Intel" ruling would/could help AMD here (US) too. Probably.
BUGGI |
