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Tenchu

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Tenchu

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Re: The Duke of URL post# 85107

Thursday, 11/12/2009 11:50:34 AM

Thursday, November 12, 2009 11:50:34 AM

Post# of 151747
Duke, > This is a very good settlement.

Sorry, but I don't see it that way.

AMD got just about everything they could have hoped for. They got cash, they got a renegotiation of the cross-licensing agreement, and they got the authorities to put enormous pressure on Intel.

Plus there's nothing to suggest that AMD won't pull off the same shit five or ten years from now. And AMD will likely be in a far better competitive position when they do.

The "best case" for Intel is that this is a strategic retreat. That would fit Sun Tzu, but it wouldn't fit my definition of a "very good settlement."

Tenchu
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