Intel Corp (INTC)

[fastpathguru]

Well, for one, I don't see how anyone can invest in Intel without knowing the manufacturing constraints at some level. AFAICR, AMD was not allowed to mfg any more than 20% via foundry. The rest had to be mfg by wholly owned fabs.

Does this new agreement re-open the Ruiz quest for 30-50% MSS? Would Intel be that stupid? After all that was the entire reason for keeping AMD in control.

Interesting choice of words... But anyways,

"Second, we have agreed to a new patent cross-license agreement that gives AMD broad rights and the freedom to operate a business utilizing multiple foundries,"

-Dirk Meyer

http://digitaldaily.allthingsd.com/20091112/amd-ceo-dirk-meyers/

I'm happy if that means what it looks like it means.

fpg