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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 215.04+0.1%Dec 24 9:30 AM EST
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To: Paul Engel who wrote (1325)10/13/1997 7:24:00 PM
From: Bill Jackson   of 6843
 
Paul, A copyright and patent barrier to competition are both effective, once the patents etc have been granted as it takes time to either overthrow them in court, or to find another way to get there. I imagine there will be workarounds as well as direct assaults, and outright infringement.
By technically useless but economically effectice are not mutually exclusive. Some contend that the microchannel was also 'technically useless', surrounded in patentsm and copyrights as it was. It failed because it was bypassed first by the vesa local bus and subsequently by the PCI bus, both of which were able to run around the microchannel.
Similarly from what I read the slot one is a compact flat box involving the L2 cache, CPU, memory and system chips all together(in essence the system less the plug-in bus and small glue on the mother board. (see other comments about that). It is supposed to allow for higher speed CPUs and with the rambus and chipset ICs inside it has the potential to be Intels private room. Pay to enter. AMD/CYRIX go away.
If AMD/CYRIX are unable to workaround it's patents and copyrights then they will be out of business after they ride the tail,end of the Pentiums to the finale. It can take several years to workaround and during that time Intel has a monopoly. I suspect that prices will not fall so fast then!!!
Obviously there will be quick workaround out within a few months, as soon as the AMD/CYRIX interface is set in stone. I suspect that Intel will not sell their CPU alone. Just inside the box, which means death for some chipset makers and dram makers, as they will have to go begging to Intel. This will put great pressure on those left out to make a workaround. I am quite confident that they will succeed. I suspect that all the outside CPU makers and chipset makers will be hard at it.
If a situation exists that the chipset in Intels slot 1 will not work for any outside system for some 'proprietary reason' endless litigation will ensue, FTC DOJ will be called upon to act, etc etc.

Bill
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