Advanced Micro Devices Inc (AMD)

[bobs10]

INTC reserve

INTC's financials should make for interesting reading this quarter. It might be a little early, but INTC may want to start setting up a reserve for eventual loses from the suit.

The actions listed so far reveal acts so blatent and shocking that there is little doubt that INTC will loose, it's just a matter of how much will be awarded in damages.

I rather expect there will be lots of climbers-on especially as the case winds through the courts and more and more abuses are leaked to the press. I could easily see 15 or 20 countries climbing on and seeking cumulative damages much higher than what AMD will be asking.

Lots of payback will be going on, not only from the countries but the OEMs also. As soon as one of the large OEMs is successful in defying INTC, such as HP, the tables will be turned. At some point INTC will go from demanding to begging from the OEMs. The only fly in the ointment will be AMD's ability to supply. I hope Chartered comes online quickly, AMD is going to be selling everything it can produce indefinitely.