Keeps getting worse for intel..

[P4Man]

>Oh, you actually expected us to disagree?...

Yeah.. I did. Its a pretty bold claim really, one I would have laughed at myself in 2000-2001 time period when AMD had a temporarely performance/technology lead with its Athlon Classic.

>In any case, I think Intel is a very strong company,

My whole rant was to try and show they are not nearly as strong as they look superficially. On the surface everything looks fine and dandy, excellent financials, more (yonah) or less (xeon) competitive products, extraordinary strong brand name(s).. but when you dig deeper, you realize its in a far more vulnerable position that it would seem. And it really seems to have lost its technological leadership in all but processing tech, and even that lead is questionable.

Oh well, we'll see what happens. maybe AMD will go bust in 2009 still trying to sell 2.6 GHz K8s, intel buys the remainders, as well as what is left of Apple, SGI, Cray, Sun and Microsoft, and someone will dig up this old threat so everyone can have a good laugh at me

= The views stated herein are my personal views, and not necessarily the views of my wife. =

 

[endyen]

All very funny. Bottom line, with Spansion going ISO, Amd becomes a ripe little plum, ready for plucking.
Anyone who thinks a legal department as large is Intel is going to role over, rather than just eat a plum, is a little misguided.

 

[P4Man]

>All very funny. Bottom line, with Spansion going ISO, Amd
>becomes a ripe little plum, ready for plucking.

And just who did you think would be interested in plucking that plum ? Sure aint going to be intel, as they will have the justice department or FTC or whatever all over them. I don't see many large oems being interested either; IBM has nothing to gain (they ditched x86 fabbing for a reason), Dell most certainly not , HP is trying hard to get out of the MPU business, the only faint possibility might be Sun, and they might have the cash, but not that much to gain either. Who else is interested in a business that requires multi billion $ investments trying to make penny's ?

>Anyone who thinks a legal department as large is Intel is
>going to role over, rather than just eat a plum, is a little
> misguided.

Ahem.. guide me then. Just what do you think intels legal department could do about all this ?

BTW, please note I'm not predicting AMD supremacy in the next decade. I just believe intel will no longer be the leader they where up to now. AMD is well positioned to take a good part of intels current market and leadership in the mid term (say 7 or so years), but anything beyond that is anyones guess really. Its not like anyone really replaced DEC or Wang either.

= The views stated herein are my personal views, and not necessarily the views of my wife. =

 

[endyen]

The most likely senario would have Dell buy it, to use the fabs to make Intel licensed chips.
Another option would be for the RIM guys to buy (intel backing) to start fabbing thier own product. Then again, M$ would like to make thier own xbox chips, if someone else paid for the plant.
The basic idea is that Intel would be more than happy to give away a lot of money, if it made Amd just go away.
I'd bet they already have tapes of Paul begging X not to stop making A64s.

 

[P4Man]

>The most likely senario would have Dell buy it, to use the
>fabs to make Intel licensed chips.

Dell owning a fab and producing its own cpu's ? Never ever. Not because they can't afford, but it goes 100% against their business model. Mean and lean, outsource everything.. owning a fab with the associated enormous overhead and R&D costs simply doesn't fit in there *at all*.

>The basic idea is that Intel would be more than happy to
>give away a lot of money, if it made Amd just go away

I don't think so. AMD is actually a good thing for intel, as long as its small and doesn't compete too well. They do need a credible competitor to ensure they are not seen as a monopoly. Intel would (and does) give money to keep AMD small, but not to make it go away.

= The views stated herein are my personal views, and not necessarily the views of my wife. =