Advanced Micro Devices Inc (AMD)

[blauboad]

"I don't blame them, it's about time. I would think it would be a tactic to lead AMD to follow...once again"

Umm... AMD is leading. How can Intel "lead them to follow" if AMD is not already following? This is true especially since Ruiz has outlined a path of divergence from Intel-imitation and responsiveness to customer demands.

Anyway, I doubt that either company learns all that much from IDF. I suspect they learn alot more from their customers--NDA or not--about what the other is doing. Let's say Intel is going to HP to pimp technology X under an NDA. If HP likes it, they will say "can your next generation chip do [all the things X can do]?" They don't have to specifically mention the Intel technology, but the insinuation would be pretty strong.

I remember a while back Sun described in an interview the Intel technology what would become EM64T--which surely had been disclosed under NDA. What's Intel going to do? Sue its customers?

Oh wait..