News Focus
News Focus
icon url

chipguy

11/12/09 4:50 PM

#85216 RE: RGood #85212

With all that said - AMD still sucks at making PC chips - It is an industry fact that AMD's yields are by far the worst in the semi industry.

I disagree. AMD makes a relatively large number of a few
devices so its yield is probably ok. Not in Intel's class of
course (for a number of reasons) but ok.

I'd bet dollars to donuts that AMD's yield is better than
IBM Micro with basically the same process technology.
AMD makes more than 10x more high end processors
than IBM and has far more stringent cost pressures.
icon url

Tenchu

11/12/09 5:16 PM

#85219 RE: RGood #85212

Ron, I have the same concerns that you do, that AMD could just do this again in five years.

As part of the terms of the settlement, AMD and Intel will meet quarterly to discuss these issues. The hope is that despite the long history of animosity between the two companies, going forward they can resolve these differences like gentlemen.

Otellini just reiterated the notion that Intel needs a strong competitor to thrive. I guess he decided that there is no way in this global political climate that Intel could ever emerge as the only remaining x86 supplier on the planet.

Personally I would have preferred that Intel beat AMD up some more in the market as well as in the courts, but I guess the latter wasn't going to happen at all.

Tenchu
icon url

tecate

11/12/09 5:36 PM

#85224 RE: RGood #85212

I dunno, AMD was thinking 9 billion minimum :) ask Dan :) who knows.. pragmatically Intel had to have done something they were unsure would hold up.. depends on... who does the talking to.... they will save a minimum of 100million a year in legal fees, just that is good.
icon url

DewDiligence

11/13/09 7:19 PM

#85298 RE: RGood #85212

Like I said earlier - INTC looses just about every case it gets involved with.

Watch your o’s—you have one too many :- )