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

To: Petz who wrote (165009)	7/13/2005 4:03:23 PM
From: dougSF30	Respond to of 275872

I don't think the day-of-earnings stock movement has any predictive value. However, do note the late surge in AMD to close down only a dime or so.

To: Petz who wrote (165009)	7/13/2005 4:10:05 PM
From: economaniack	Read Replies (2) \| Respond to of 275872

Will AMD disclose what damages they expect to claim in their suit tonight? I think they are likely to claim between 5 and 8 billion dollars in direct harm from Intel's illegal actions which would be tripled under the relevant statutes. I don't think the market has seriously considered how much might be at stake here. $20 billion would be essentially all of Intel's cash. It would represent around $50 a share to AMD, plus with all that capital and a weakened Intel the business would be worth much more. The brokerage analysis I have seen seems to be looking for less than a billion in actual damages, so I am curious, will AMD actually quantify their claim, and if I an right and it is over $5 billion what would the market reaction be? At this point it is hard to see AMD price action reflecting the fundamentals. With the potential impact of the suit does it really matter whether flash loses 10 or 20 cents a share?