Intel Corp (INTC)

[Elmer Phud]

It's all about AMD's ability to outsource production... It would cut right to the heart of the entire antitrust episode, and would be worth anything to AMD.

No it doesn't. AMD's inability to penetrate markets and make profits goes far beyond capacity constraints, but you'll never understand that with your commodity mentality.

I was talking about GF's potential ability to offer x86 IP to anyone and there the notion of commodity becomes a real factor.
Controlling x86 IP is worth everything to Intel and I can't wait to see the details of the x-licensing agreement to the extent it is public. AMD will no doubt insist on heavy redaction.