Intel collapsing?
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It of course won't happen, but if Intel went poof next monday then what would happen to the x86 ecosystem. It's basically co-owned by AMD and Intel. As I recall the sharing partnership that these two have basically prevents neither guy from selling their patents/license to third parties. Would we just be left with AMD monopoly with intel's corpse hanging from it, until X86 finally croaks? Do these CPU licensing agreements prevent just wholesale acquisition of Intel?
Companies as big as Intel don't typically go poof, they have bankruptcy proceedings and sell off their assets. If those assets contractually can't be sold, then yeah AMD would be the remaining owner.
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We really need Intel to get their shit together.
Me, standing on the shore with a life raft next to me, watching Intel drown: ehhhh.. do we really, though...? They tried to cancel a contract with amd and sue them in an attempt to kill the company in its infancy; they bribed major OEMs when amd was first to market with a 1GHz chip, first to market with x64, trying again to kill the company, this time through starvation; then they sat on their ass for 15 years with essentially no progress, just collecting cash for the most minimal of improvements... I'm sure I'm forgetting a ton of other shit the company has done, playing dirty at every opportunity. It's been about a decade since I took a deep-dive into this.
I don't have a (monitary) horse in this race, but as this has progressed, with the side addition of their chips literally disintegrating, it's been very... enjoyable, validating, to have stuck with amd since finding out about all the bullshit intel has, would do, and continues to do, to try and control the market and remain in control, no matter the cost. Karma may, finally, have caught up with them.
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Me, standing on the shore with a life raft next to me, watching Intel drown: ehhhh.. do we really, though...? They tried to cancel a contract with amd and sue them in an attempt to kill the company in its infancy; they bribed major OEMs when amd was first to market with a 1GHz chip, first to market with x64, trying again to kill the company, this time through starvation; then they sat on their ass for 15 years with essentially no progress, just collecting cash for the most minimal of improvements... I'm sure I'm forgetting a ton of other shit the company has done, playing dirty at every opportunity. It's been about a decade since I took a deep-dive into this.
I don't have a (monitary) horse in this race, but as this has progressed, with the side addition of their chips literally disintegrating, it's been very... enjoyable, validating, to have stuck with amd since finding out about all the bullshit intel has, would do, and continues to do, to try and control the market and remain in control, no matter the cost. Karma may, finally, have caught up with them.
We need every competitor in the cpu market. If AMD wins and destroys intel they will act the same way. We need another competitor in the GPU market as well.
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We need every competitor in the cpu market. If AMD wins and destroys intel they will act the same way. We need another competitor in the GPU market as well.
Competition is fine, but just like the school bully, if I see him getting his ass handed to him, I'm stopping to watch, not to help. But I'm sure as hell going to enjoy the show.
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What happened to all that money Biden gave them? Down the toilet? I don't know about you, but some motherfuckers got paid.
Not sure if it's the same amount of money you're referring to or if there's another budget given to them but the video does indicate that for one of them, Intel claims that they have never received the money.
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Starting to see a lot of worried people as Intel descends downwards rapidly. Reminds me of Nokia how this is going...
We need more competition in HW space tho
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We need more competition in HW space tho
True. Hopefully Intel can work things out, but I don't think this strategy is it.
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True. Hopefully Intel can work things out, but I don't think this strategy is it.
Losing cash hand over fist and basically screwing everyone over certainly isn't the way to do it...
Having the main product you have been known for for like ever being so poor isn't it either -
Companies as big as Intel don't typically go poof, they have bankruptcy proceedings and sell off their assets. If those assets contractually can't be sold, then yeah AMD would be the remaining owner.
They are losing money hand over fist right now though and have basically broken hundreds of agreements they have already been paid for...
I do agree - I believe what would happen is they would be split up, as per most of these things, and the US govt would ensure that the X86 division remains american. I would imagine the real issue here is not the cpus but the fabs as they are the things really underperforming and have for at least a decade now -
I think someone would get those Intel X86 rights. However there may be questions on whether the rights from AMD like A64 are transferable. But if some company buys the entire Intel X86 division, I bet that counts as the patents remaining within the division that has the rights, although it is under different ownership. We recently had the Arm vs Qualcomm case that showed this can be allowed.
Anyways this might be disruptive, and the immediate effect would probably be that AMD X86 will be a lot more expensive.This is exactly how I see it panning out. The new owners would be american as well as there is no way the US govt would allow it to go overseas
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Competition is fine, but just like the school bully, if I see him getting his ass handed to him, I'm stopping to watch, not to help. But I'm sure as hell going to enjoy the show.
Publicly traded companies aren't children though, where being nice or bad is a force of habit to them, and they are able to learn and improve from their mistakes.
AMD has been an underdog under Intel and Nvidia for most of their existence. If they become the market leader, they will behave like them and start being anti-competitive.
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Starting to see a lot of worried people as Intel descends downwards rapidly. Reminds me of Nokia how this is going...
How do you fuck up so badly when you the largest share of the market? Like what?
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Competition is fine, but just like the school bully, if I see him getting his ass handed to him, I'm stopping to watch, not to help. But I'm sure as hell going to enjoy the show.
Intel can stand to still lose a few pegs.
But after a bunch of beatings even a bully can become the underdog.
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Intel can stand to still lose a few pegs.
But after a bunch of beatings even a bully can become the underdog.
I think the healthy approach is to let it play out, and stop "meddling" as usual with the "free" market. Everybody's observing free market karma at play. Let it happen, as much as it will. All those intel mbas deserve it completely.
So far AMD has a good history of not being evil.
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How do you fuck up so badly when you the largest share of the market? Like what?
In this case prioritizing „shareholder value“ above innovation and hitting engineering roadblocks while trying to catch up.
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In this case prioritizing „shareholder value“ above innovation and hitting engineering roadblocks while trying to catch up.
Isn't that crazy how even the biggest monopolists are unable to be a stable business for more than a decade or whatever
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Starting to see a lot of worried people as Intel descends downwards rapidly. Reminds me of Nokia how this is going...
Wasn't it AMD a few years ago?
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Isn't that crazy how even the biggest monopolists are unable to be a stable business for more than a decade or whatever
Capitalism is great, isn't it?
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Wasn't it AMD a few years ago?
Sure was... but as Intel rested AMD came out with a decent product followed by great products in the cpu market
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Losing cash hand over fist and basically screwing everyone over certainly isn't the way to do it...
Having the main product you have been known for for like ever being so poor isn't it eitherInvesting money to catch up is the way to do it. The CEO before Gelsinger didn't invest in R&D, which is why they fell behind in the first place. When you're behind, you either need to spend crazy amounts of money to catch up, or sell off the fabs and become a design only firm, but they decided to take the government handouts and keep the fabs.
