Intel Corp (INTC)

[morrowinder]

Tenchu: I was worried about the IP agreement...

I don't know how much it matters but as Elmer mentioned a foundry getting x86 is now a real possibility. On the other hand the price of entry into x86 is pretty damn high.

I don't think the PCI E part is about limiting graphics but making sure that the graphics card makers are not locked out.

I.E. when Sandy Bridge comes along Intel could stop supporting PCI E and you couldn't get a discrete graphics card. This would have never happened but its insurance I think.

The software part is odd. I don't know why anybody would bother to switch compilers at this point. But now they get a free ride from intel. I don't think there will be many takers.