You say:

"the ruling does not have a significant
impact on TPL's strategy."

I agree, Quanta vs LG doesn't have a significant
impact on TPL's strategy, but the ruling does shrink or reduce the available "system supplier" targets (aka.. down stream users). IMO, they can only target "system suppliers" that did not purchase their chips from Intel, AMD and other MMP licensed "chip suppliers".

I guess this limitation would explain why we now only have 800+ companies on notice.

You say:

We do know from the Alliacense site that TPL will not sue a system supplier if the chip supplier has a MMP license.

How do you come to that conclusion? Where does it say this? By saying/using the word "sue", are you suggesting that we might pursue them for a license but wouldn't dare taking them to court? TPL wearing dentures (no teeth)? Has this been posted at TPL's site for a long time? Again, how many system suppliers have we licensed since the above was supposedly posted, since J2.5 settlement, since LG/Quanta decision (take your pick) - did all of 'em use chips from other chip suppliers? You've got me scratching my head! LOL

SGE