Replies to post #18438 on Intel Corp (INTC)

[dlr_972]

I'm not sure a bookmark is sufficent. The internet will change many times before this goes to court.

Imagine the number of witness that will be called :)

[Maui]

"Intel is facing a civil suite, and they're going to lose. The initial jury award will be for $30 to $40 Billion and it will be reduced on appeal to between $4 Billion and $8 Billion. You heard it here first, bookmark this post and recommend it to your friends. Come back to it later, it will still be here and time will prove it correct."

Didn't you accuse Intel of being involved with Anthrax once ? Didn't you also predict that AMD will have 50% mobile maket share around 2001 or so ? and overall 30% market share ? And that there will be a market cap crossover by 2003 or so ?

Why do you want us to have no friends ?

Maui.

[alan81]

You should listen to the cc too:-)
http://www.amd.com/us-en/Corporate/VirtualPressRoom/0,,51_104_543~99713,00.html
and then click on the "webcast link" near the bottom.

The very first question is about "expected gain".
AMD clearly answers that this is not about money. All they really want is free and open competition. They want Intel to be transparent with pricing and rebates and have the equal for all customers.

Based on this it seems they are hoping for a settlement, and don't even want any money as part of the settlement.

The second question about next steps was also interesting. They answered that they would go into discovery by issuing subpoenas and collecting information to validate their claims. I find that interesting... you mean the claims have not yet been validated and you don't have the evidence in your hot little hands already?
anyway, it is a fun listen,
Alan

[mas]

I would put in the $2-5 billion range myself. eom

[tecate]

Wells Fargo are idiots, they do banking for AMD, don't believe them ...

Cramer just as much as they do.

[greg s]

re: Intel is facing a civil suite

Sweet! Of course, unless your suit is too tight.