Advanced Micro Devices Inc (AMD)

[bobs10]

Bobs10, I think maybe some of the Japanese OEMs are still with Intel in the sense that most of their product might be laptop in nature...if AMD can transition to 65nm in 06' you might see some of them dabling into AMDs market...but at least they don't have sword over their head now...

ME...

I hope your right. Having solved, or being in the process of negating all of INTC's advantages the only real impediment I still see is the capacity issue. Hopefully the suit will embolden some of the OEMs to take a few risks with INTC they might not have been willing to do before.

The suit provides a lot of advantages to AMD.

1) For at least the next 5 years a lot of INTC's attention/resources are going to be diverted to fighting what will undoubtedly become a free-for-all of suits.

2) It shines the light of public exposure on INTC's marketing practices. And, as a result awakens the the world to what a marketing monster INTC has become.

3) It emboldens some of the fence sitting OEMs to risk taunting the INTC beast with forays into AMD territory.

4) For those OEMs that have grown weary of living under INTC's thumb, it provides them with an excuse to deviate from the INTC party line. (Fear of being hauled into court).

Still, without resolution of the capacity issues all the above are meaningless.