Advanced Micro Devices Inc (AMD)

[rupert]

I know your opinion is that Intel will not be able to delay the legal proceedings at the Discovery or any other stage and that AMD will win many billions in a trial that will take place before the end of 2006.

I disagree. As of now, and subject to any actions by the EU or the USA, the AMD strategy is extract maximum publicity for AMD and force a comprehensive, court supervised settlement, which will include substantial payments by Intel, preferably before the end of 2006.

I believe Intel will try to match AMD's PR stunt while it delays the formal legal proceedings, thereby enhancing its bargaining position. To do this it needs time to produce the same kind of PR in its statement of defence that AMD has produced in its statement of claim, and its needs to coordinate its PR campaign.

In my professional capacity I have worked with many lawyers in constitutional and corporate matters over many years. They always start with the proposition that the law and the law alone will bring just relief. It never does. In addition, I, or my personal company, have sued more than 250 defendants in several jurisdictions, internationally, and believe me I know how easily defendants can delay.