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Technology Stocks : Intel Corporation (INTC)
INTC 48.67-0.2%Jan 29 3:59 PM EST
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To: Dan3 who wrote (171552)10/11/2002 3:56:57 PM
From: Jim McMannis  Read Replies (1) of 186894
 
RE:"So now, in the unlikely event that Itanic doesn't sink without a trace, AMD/Via/Transmeta/etc. can license Intergraph/Itanic technology from Intergraph and sell compatible chips.

The whole point of the Itanium exercise was to claim a permanent monopoly on future chip generations. That would have eliminated the need to offer a Celeron line to keep AMD/Via/Transmeta's "oxygen" cut off, and let Intel get back to the good old days of $250 ASPs."

There is some truth to that. Not the whole point though. Intel loves to control things and get a high price for it.
Rambus failed but not totally for Intel. They get you use Rambus for nice benchmarks. Claims of fastest RAM and chips.

RE:"By ripping off Intergraph's basic design, and getting caught doing it, Intel has lost its chance to block entrants into the CPU market until their next new instruction set architecture - say around 2015."

This I'd like to know more about. You're saying AMD, Transmeta etc. can merely get a IA-64 license from Intergraph and develop a IA-64 chip? Assuming AMD or whomever has enough money that is. They would also have the advantage of learning from the iTanium design. If they were smart and even wanted to do this they would design a IA-64 chip that would scale like the P4 in case IA-64 ever does hit the desktop.

Jim
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