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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST
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To: brushwud who wrote (154766)1/10/2002 11:37:19 PM
From: tcmay  Read Replies (2) of 186894
 
"Doesn't Intel already have a patent cross-licensing agreement with AMD which would allow it to clone the Hammer?"

Patent cross-licensing is not a license to copy ISAs.

Copying of designs, architectures, instruction sets, etc. requires other deals. AMD and Intel had such a deal, for a while..discussed much during the years of the trial and eventual settlement.

My point was not that Intel would have troubles duplicating the Hammer, but that any such development would be devastating for Intel's market position and prestige. I assume Intel management knows this and will soon take steps to ensure success of IA-64.

If they don't, and IA-64 begins to fail without them doing anything substantive, I will sell most of my Intel holdings.

--Tim May
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