IDTI - an IC Play on Growth Markets Message Board

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Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

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To: Charlie Tuna who wrote (4389)	10/23/1997 12:48:00 AM
From: Rob S.	Read Replies (1) of 11555

I know about the Cyrix and to a lesser extent the AMD lawsuits but I don't think it's worth getting into a lond discussion at this point. I think that antitrust under the Clinton administration is much more attive than it was under Reagan or 'ol what's his name. The situation has also changed quite a bit with both Intel and Microsoft at the top of the mountain wanting to protect their perch from being toppled by a rizing tide of new developments. IDT has some agreemetns with Intel in some areas of technology but no X86 cross license. They also have a significant patent portfolio that may be leverage to secure an agreement to a cross license or partial cross license combined with royalty payments. Intel has been very litigious in the past (similar to Microsoft - did you know Bill Gates dad was a prominent Seattle Attorney who was influential in stearing Gates on orienting his business?). A large part of the tactic has been to run any challenger through our legal money laundering system (some people refer to it as the courts) forcing them into submission from the shear weight of the fight. IDT's primary defense would be that they have designed the C6 using technology developed entirely in-house and that they do not violate any Intel patents. Of course, when you get right down to it, Intel violates DECs patents which probably violates some of IBMs patents as well as some of Intel's and TI's patent's and etc. These parts use technology so complex that it takes a high level of technical expertise to understand the engineering that goes into them - an expertise that our archaic juditial system is sorely lacking (I'm glad they stopped using powdered wigs but otherwise the courts are just out of the darks ages).

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