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

To: Joe NYC who wrote (166084)	7/18/2005 7:06:12 PM
From: TGPTNDR	Read Replies (3) \| Respond to of 275872

Joe, Re: If the settlement is in the ballpark of figures thrown around ($1 to $10B), it will be hard to miss on the AMD balance sheet.> Yeah. ;-)) I fully expect some bucks up front and I expect the $ value of those bucks to increase rapidly with time. I'd expect AMD would settle, RIGHT NOW for a promise from INTC that they'd cut it out, modify the rebate program, and play nice. No $ involved, maybe some negotiation on other topics of their covert agreements... But as time goes forward positions are going to harden, IMO, and the price is going to go up in a hurry. By the time we get to 2011 this thing is going to be an expensive settlement -- and I see INTC as too proud to settle soon. But we shall see. Intel has many times been smarter than I've given them credit for and I've been wrong a passel of times... -tgp