Although we are not changing our revenue estimates at this time, we estimate that about $220 million of processor revenues in the region could shift to Advanced Micro Devices, or 3.5% of our fiscal 2006 total AMD revenue projection," said Wells Fargo Securities.
This is exactly why I believe that AMD will not go to court to sue intel. Why? Because going to the Japanese Government instead was so successfull. I think that there is no doubt, that regardless what a person thinks of the ruling, it will certainly lead to higher sales for AMD in the region, so AMD comes out a winner, while getting the Japanese Government do all the heavy lifting.
Put yourself in Hector Ruiz place. Maybe I'm just WAG here, but I see 2 scenerios. There may be others :-)
Man, that Japanese thing worked out great. We kept our hands out of the muck, and we are gonna rake in some Big Yen off this deal, no doubt. And the best part..... We come out smelling like a rose, while intel ends up with crap on their face. Man, the Board might even come across with a big bonus for me on this one. What we need to do now, is, we should continue to press our case with the EU, and even possibly expand our complaining, crybaby, winey ass, ways to other regions of the planet. Hell, we got the Japanese to do it, and it cost us nothing. Let's do it again. Shoot, maybe this could even turn out to be the goose that laid the golden egg. Let's milk it for all it's worth.
Or
We want restitution and justice, so get that legal department cranked up, file those papers, schedule that court time, pay those fees, get ready for a down in the trenches, mud slinging battle, bring on all that publicity, and after all that time, effort, and not to mention no doubt quite a bit of expense, if we still have a company in existance, we shall be vindicated, justice shall be served, and with that restitution, we'll probably receive a financial blip on our revenue forcast this quarter.
Now be honest, do you think Hector will be more likely to go with some sort of variation on the second scenerio?? I don't. I think he's more likely to go with some variation on the first, which IMO, would be the smarter choice, from a business perspective. I guess we'll see if Hector lets his ego get in the way of his business sense, ala Jerry Sanders. Yes, I guess we'll see.
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