Intel collapsing?
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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.
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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...
Of course intel will collapse within the next 10 years.
They have focused exclusively on high-end, very expensive processors in the past. Now that moore's law is no longer true, that doesn't work anymore, because ARM chips are catching up in performance, at 1/10 of the price.
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Of course intel will collapse within the next 10 years.
They have focused exclusively on high-end, very expensive processors in the past. Now that moore's law is no longer true, that doesn't work anymore, because ARM chips are catching up in performance, at 1/10 of the price.
Whilst true, AMD are doing just fine by being fabless. I can't really see x86 going as soon as you say for many reasons
