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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (50613)	8/30/2000 7:26:48 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 63513

Baseless crap. Let me start by saying I have absolutely no idea about the validity of this suit. I may study it later but right now all I have is press reports, which are basically useless. A couple of things about this scenario I did find striking, however: 1. INTC used extremely strong (strident) language in its press release. It is one thing to say that somebody crossed the line and is infringing your patent; it is quite another to say "Broadcom 'carefully crafted a plan' to build its business using Intel's technology." Them's fightin' words of the highest order, even in today's climate. 2. INTC in the past has been accused of using access to its intellectual property as a club to perpetuate its near-monopoly against those who would challenge it. The FTC challenged INTC on that, actually brought an action against them before INTC caved if I recall correctly. This is a little different factually, but I would think that INTC would think long and hard before using its IP as a club unless they thought there was something to it. 3. BRCM has been around for awhile as a company with some serious market cap to it. Why wait until now to stop the evil plot, if that's what it is? 4. The press reports have to them a ring that what the case is really about is the poaching of INTC employees more than the IP itself. If so, then a no-poaching agreement could go a long way toward a settlement without BRCM giving up much of what it has. It appears to be a good week for lawyers. <g>