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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (162608)	6/28/2005 4:07:26 AM
From: david c c	Read Replies (1) \| Respond to of 275872

That's a five year time frame for the settlement between AMD and Intel. What about a settlement between Intel and me?

To: Joe NYC who wrote (162608)	6/28/2005 8:30:53 AM
From: TechieGuy-alt	Read Replies (3) \| Respond to of 275872

If there is any settlement, it may take 5 years. I doubt there will be much of a short term effect. The best medium term result is if Intel is ordered to cease their monopolistic practices, with compliance overseen by some judge. If AMD can afford it, this is a very sensible move on their part. Especially given the recent "no contest" from Intel in Japan and the ongoing investigation in Europe. What is Intel do? Force OEM's more to drop AMD? Also, I smell a HP/AMD (or other large OEM) alliance in this. I think that someone's finally woken up to the fact that the top OEM's are areally competing against Intel when they compete against Dell. And they thought Intel was on their side. There is no way this laywuit can go forward with any speed unless a top executive (like HP or SONY) has agreed to testify under oath against Intel and is ready to produce documentation to back up their statements. Well, like I said, this an only put Intel on the defensive and good for AMD if they can afford the expense- which Intel will force into the 10's of millions/Q. TG