RE: Good Read - JHawk
posted on
Jun 02, 2005 08:20AM
That being said, it suggests a settlement here may be iminent. PTSC apparently has 80M shares/bargaining chips and AMD. TPL has Intel and the demonstrated ability to be a pain in the arse. A ``partnering`` or Teaming Agreement looks to me (in admitted ignorance to all the facts) like the best way out, with PTSC IMO having the upper hand. But the mere fact that PTSC has those shares on the sidelines suggests a possible deal where TPL gets an equity interest in PTSC in exchange for releasing all interests and ending all litigation. Either way, PTSC should be the winner. And either way, PTSC can pursue other infringers (since claims are somewhat validated by the licensing actions by both the big boys, AMD and Intel), with or without TPL in tow.
So this prompts the question as to whether they`ll wait till the 11th hour or wrap things upper sooner than the morning of the 10th.
And, putting this in a different perspective, if a settlement is not achieved, both PTSC and TPL will each be in their own world of hurt IMO.
Other opinions solicited....
Cuz I KNOW nuttin`!
SGE