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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: andreas_wonisch who wrote (42711)	6/5/2001 11:55:49 AM
From: Petz	Read Replies (1) \| Respond to of 275872

I guess once Intel grants a license for the P4 bus, they don't have much control over the product that will use it (as long as its a chipset and not a processor). I wonder if AMD could put conditions on its HT licenses that prevent it from being used with competitors processors? (Although, in ALi's case, it looks like they didn't.) It's probably in AMD's best interests to get HT a standard in future PC's, and then deny Intel a free license, but not everyone else. EDIT - If HT "makes it," AMD has room to bargain with Intel on things such as licensing the P4 bus, etc. I'm not convinced that the P4 bus might scale beyond EV6 in performance. But if integrated northbridge is the wave of the future, AMD doesn't need it. Petz