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Politics : Formerly About Advanced Micro Devices

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To: steve harris who wrote (78830)11/6/1999 3:19:00 PM
From: Dan3  Read Replies (1) of 1573863
 
Re: does iNTEL believe they own PC133 EVERYTHING?

I'm actually a bit worried about Intel at this point. If they are suing VIA for this chip they may as well sue Apple and SUN, who are both also using PCI, USB, serial and parallel ports, etc.

This latest move, coupled with the cancellation of a celeron price cut,
theregister.co.uk
may signify that there are yield problems with Coppermine and that Intel is getting desperate to evade its competition(remember how tough it was for AMD to get decent yields of the K6-III when they increased the on die L2 cache?)

If much of Intel's FAB space has been shifted to a process/processor that isn't yielding expected product, they may need to push up celeron prices to cover costs - and this can't be done without providing AMD and VIA with an unexpected influx of cash - and an AMD with resources must be a pretty scary concept to Intel, considering what AMD has been achieving on a (relatively) shoestring budget.

Regards,

Dan
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