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

To: TGPTNDR who wrote (261924)	10/14/2009 2:56:05 PM
From: jackthetab	Read Replies (1) \| Respond to of 275872

Thank you kindly. I am familiar with that case. Perhaps I should clarify what "as damaging as AMD and its supporters are hoping" is to me. I think it is unlikely we will see damages into the billions. Could be, but probably won't. What I speculate is Intel will have a Hobson's choice of deciding to pay a hefty sum to AMD and not admit fault, or take their chances and fight vigorously in court and wait AMD out (unlikely with the abu investment), or pay a huge fine and set a world precedent for AMD to point to. Intel will be continually shaken down for the next decade going from country to country and court to court. I think Intel will settle out of court for 750 million, wash their hands and move on. It will be a matter of will AMD accept it or not. If they accept it, then either bulldozer is a winner and they feel they can compete on a level playing field with the cash in hand, bulldozer is a dog and they need the cash as they prepare to turn out the lights, or they will not settle, go to court forever and limp along if bulldozer is "good enough". I don't see abu giving them more money for R&D, so without that, it is hard to see AMD having a bright future without bulldozer or more resources. Only process node improvement will overcome design weaknesses and that is a fools game with regard to Intel's process expertise. We are nearing an inflection point, whereby Intel is very close to moving farther beyond what AMD is capable of doing and the likelihood of AMD catching up will be more than challenging. I am banking on bulldozer long term. It's got to a be another successful game changer. In the short term, and at the risk of being mocked by MoMo, I am in AMD after the 15th even though I am very tempted to take the money and run. I know it will be a bad quarter, I know it will dip, but I am hoping it will not go down 20% in the next 90 days. Otherwise I sell and just don't make as much money, but I am still 2x in the green. Regardless, I think AMD will improve on their cost structure, and I am hoping the street will recognize that improvement. If they are able to move their breakeven down (operating breakeven), coupled with increase buying in the chip sector then they have a chance to move up to 8-10 a share. Otherwise back to $4-5.

To: TGPTNDR who wrote (261924)	10/14/2009 4:08:07 PM
From: Windsock	Respond to of 275872

The Intergraph settlement with Intel involved patent claims against X86 processors in an Alabama law suit and later patent claims against ITF processors in a Texas law suit. The Alabama case also contained antitrust claims. However, the federal of the antitrust case were finally dismissed by the Federal Circuit for failure to state a claim within the law. The antitrust claims were so faulty that they were dismissed without the need of a trial. You are correct that AMD also signed a patent license with Intergraph that covered processors. news.cnet.com Intergraph also had patent claims that it asserted against system makers including Dell and others.