Replies to post #44352 on Intel Corp (INTC)

[Elmer Phud]

joseph

I think I remember that discussion. It was to outsource a portion of their production, not all of it. IIRC Jerry was asked about the limitations imposed my the cross licensing agreement and he said it wasn't a problem. The interpretation was that they would stay under the limit.

[tecate]

Fabless chip companies are flawed, AMD claims

http://www.theregister.co.uk/1998/11/18/fabless_chip_companies_are_flawed/

The going will be tough for new fabless CPU companies –- Rise, Transmeta and others of that ilk –- predicts Dana Krelle, AMD vice president. Fabless companies are operating a flawed business model, which will turn them into bottom feeders, he claims. “Only by innovating ahead of Intel are you able to add value,” he says. Fabless chip companies will be unable to do this, he says. “The trouble with foundries is that they want their 50 per cent profit margin,” he says.

[kpf]

jp

I remember it differently. Not in Jerry's times at the helm (he never left the "Real men have fabs" line), and not an an analyst meeting, but in a Ruiz-interview back in the second half of 02. I was stunned back then, being aware it could only be done with Intels blessing or with help from a friendly judge, that's why i have a lively rememberance of it.

K.