Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 253.73

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To: graphicsguru who wrote (237742)	7/30/2007 10:29:53 PM
From: Dan3	Read Replies (1) of 275872

Re: The U.S. civil suit is complicated by the statute of limitations being... That clock stopped ticking in June of 2005, when AMD filed their case. Intel can delay this thing for years without the statute of limitations causing any problems for AMD. Interest will continue to compound on actual damages. Those indictments in the EU and the details that will come out of them are pretty compelling. In a U.S. civil case the standard is a lot lower - simple weight of evidence. If it looks slightly more likely than not (51% to 49%) that Intel acted to pressure 3rd parties (and they were blatant) then a civil-action-weight-of-evidence trial has the verdict go against Intel. The interesting thing is that it makes AMD a buyout target even for a company that has no license to produce X86 CPUs. Another thing that could come out of a judgement would be a permanent, fully transferable X86 license. AMD could sell the X86 license and FAB tech to Samsung or Flextronics for $10 Billion and then focus on the graphics card and set top box businesses. Either on of those would be interesting. Or a judgement could be made that Intel has lost any rights it had to the extensions beyond the original 17 years on the x86 patents and derivative patents. Intel would have to try to negotiate a license to produce AMD64 compatible parts - and AMD might not sell them one. I guess Intel could still sell chips for network cards - what else could they do? Their chipsets only work with Intel chips and those wouldn't be saleable for any of the chips that support AMD64. All of Intel's AMD clones would be gone - Core, Core2, Centrino, Xeon. The have a couple of older celerons that aren't based AMD64, and Itanium. They have a cross licenese for AMD64, with the key patents making it a "cross" being quite old. If they're found to have abused those patents and the extensions are revoked, it would lead to some very exciting times in the industry, and in the courtroom.

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