Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gordon Hodgson who wrote (172010)	11/25/2002 8:30:58 PM
From: tcmay	Read Replies (1) of 186894

"I won't be surprised if in 2 or 3 years AMD has a new name like NEC or Fujutsu, or maybe something Chinese. I mean how long can a company go on thinking they can lose money on every chip they make and still stay in business. " Remember, a company buying AMD would not acquire AMD's negotiated-then-courtroom-fought license to manufacture x86 chips. Companies like IBM and Fujitsu have had to negotiate separate arrangments, ones which never rose to the status of full second source agreements. The nontransferrability of licensing agreements, generally, is one of the reasons AMD has not been snapped up by IBM or Sun or NEC when its market value fell below $2B. (I expect lawyers carefully scrutinized the terms of the Intel-AMD license, and then the decisions in the court case years later, for any indication that a company could be a fully-legal licensee merely by acquiring AMD.) Without processors, AMD is just a debt-ridden maker of flash and SRAM and a handful of other chips. --Tim May

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next