Intel Corp (INTC)

[Windsock]

This comment is 100% on target in my view.

“AMD, in our view, is likely violating the Intel x86 cross-license, but we suspect Intel may look the other way as it benefits Intel to have an AMD that will over time have increasing variable costs (good for ASPs),” Mosesmann wrote in an Oct. 7 research note. “Intel may choose to entice AMD to drop the anti-trust suits against Intel in return for this altruistic gesture (true realpolitik policy at play here).”