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

To: Magrathea who wrote (193814)4/14/2006 11:33:02 AM
From: Joe NYCRead Replies (2) | Respond to of 275872
 
Magrathea,

They wish they could copy cHTT but there are these things called patents and licenses.

I think the bigger thing that's stopping Intel from using HTT and cHTT is NIH syndrome.

AMD and Intel have patent sharing agreement, Intel is free to join Hypertransport Consortium, and Intel can either license cHTT, or possibly roll their own version.

There are some know exclusions to the patent sharing. One of which is FSB (IIRC), which, if it works both ways, may be hurting Intel a lot more than AMD. Who would now want their crappy FSB?

Another exclusion is Itanium stuff, for which Intel and HP created a separate corporation.

Joe



To: Magrathea who wrote (193814)4/15/2006 3:37:56 PM
From: Sarmad Y. HermizRespond to of 275872
 
>> CRAY said that. CRAY's super computer clients said that.

The Opteron with AMD64 and glueless cHTT allowed for a new kind of super computer.
<<

Exactly. So there is a market where AMD has strong advantage. That part is guaranteed revenue for AMD. One should not mistake that small revenue (under 1% ?) as guaranteed over-all market share expansion.


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