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Politics : Formerly About Advanced Micro Devices

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To: Time Traveler who wrote (23445)	9/25/1997 4:51:00 PM
From: nihil	of 1572553

I think the three great threats to Intel's continued dominance are: 1. The threat of anti-trust prosecution and the defensive strategy that Intel is forced to pursue. Imagine what a non-monopolist would have done to CPQ on the AMD deal, or to DEC in retaliation to the patent suit. My guess is INTC will survive this investigation with little damage, but it is a continuing threat that it must deal with. 2. The intellectual property problem. If Intel allowed people who saw the Alpha data from DEC to participate in PII design (i.e. did not use "clean-room" design), a jury could infer copying. Infringement cases are impossible to predict even if all the facts are known, and I don't think they are. 3. The likelihood that a powerful semiconductor manufacturer with real process ability and substantial capital resources will acquire AMD. AMD has admitted that it lacks the resources to compete with Intel (in its 10K's), and everyone knows it is true. Samsung, Motorola, or IBM acquiring AMD could make Intel's life a living hell. AMD acquired good design and good talent, but lacks the resources to exploit them fully.

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