AI
Wednesday, June 29, 2005 12:04:13 PM
some of the things AMD wrote do disturb me though
I know Intel has implemented certain programs under the assumption that they are not a monopoly. They have never been ruled a monopoly. The key to "achieving" monopoly status is in defining which market they are a monopoly... AMD has chosen to define the market as "X86 compatable CPU's". There would be many other ways to define the market that would put Intel below the monopoly threshold... of course the broadest such market would be "semiconductors". Once could argue that AMD had a monopoly on 64b X86 CPU's if you want to break the market down small enough
Of course Intel did a good job of breaking that monopoly in just a matter of months.
I am pretty sure Intel has taken great care to NEVER define the market as X86 compatable CPU's in any internal documentation. I think this will be their first line of defense.
I also believe that some of the other stuff, especially about Barrett threating people, is just made up... or at best misunderstood.
That said, I believe Intel will be very happy to get this issue out of the way at this time. That is why I think it will proceed fairly quickly. I believe it is in both Intel and AMD's believed best interest to resolve this quickly.
--Alan
I know Intel has implemented certain programs under the assumption that they are not a monopoly. They have never been ruled a monopoly. The key to "achieving" monopoly status is in defining which market they are a monopoly... AMD has chosen to define the market as "X86 compatable CPU's". There would be many other ways to define the market that would put Intel below the monopoly threshold... of course the broadest such market would be "semiconductors". Once could argue that AMD had a monopoly on 64b X86 CPU's if you want to break the market down small enough
Of course Intel did a good job of breaking that monopoly in just a matter of months. I am pretty sure Intel has taken great care to NEVER define the market as X86 compatable CPU's in any internal documentation. I think this will be their first line of defense.
I also believe that some of the other stuff, especially about Barrett threating people, is just made up... or at best misunderstood.
That said, I believe Intel will be very happy to get this issue out of the way at this time. That is why I think it will proceed fairly quickly. I believe it is in both Intel and AMD's believed best interest to resolve this quickly.
--Alan
