Transmeta (Semiconductor) (TMTA)

[DewDiligence]

Zeev: I’ve followed the laser vision-correction industry for a number of years. The laser vendors have overlapping patents and are perpetually bringing or responding to lawsuits. In practice, the technical requirement that a patent be vigorously enforced against all infringers rarely comes into play in determining who is suing whom.

I reiterate that I consider it extremely unlikely that TMTA will have any material liability to Intergraph because so many of the concepts underlying parallel-instruction computing are in the public domain.

For the same reason, I think there is a high chance that INTC will prevail against Intergraph on appeal. Lower-court patent rulings have a tendency to focus unduly on the question of infringement and inadequately on the question of whether the patent claims are valid and enforceable. FWIW. Dew