AMD Q414 results

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GreenChile

Member
Sep 4, 2007
190
0
0
Intel has its own set IA-64, so the new AMD owner, if it has enough money, can forbid the use of x86-64 to Intel.
Again you are wrong. This is illegal.

Intel already has a cross license agreement with AMD for this IP and a new buyer of AMD cannot take that away.
 

AnandThenMan

Diamond Member
Nov 11, 2004
3,980
595
126
If Intel dumped x86 and went full on IA-64 that would be the fastest possible way to make sure ARM became the de facto architecture.
 

GreenChile

Member
Sep 4, 2007
190
0
0
The buyer of AMD is prohibited from using Intel x86 IP is that illegal as well?
Nope. The agreement only grants use of the cross license agreement to the surviving party. The new buyer would need to negotiate a new agreement with the survivor.
 

AnandThenMan

Diamond Member
Nov 11, 2004
3,980
595
126
Again you are wrong. This is illegal.

Intel already has a cross license agreement with AMD for this IP and a new buyer of AMD cannot take that away.

Then that would also mean that any buyer of AMD retains x86 usage.
Nope. The agreement only grants use of the cross license agreement to the surviving party. The new buyer would need to negotiate a new agreement with the survivor.

But you're saying anti-trust law trumps contract law. Or to be more clear I feel you are implying such.
 
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GreenChile

Member
Sep 4, 2007
190
0
0
Intel has IA-64. There is the alternative.

What does that have to do with anything? You really think Intel would be forced to completely scrap all existing x86 designs and start from scratch with a new architecture?

If you are so certain then prove it.
 

senseamp

Lifer
Feb 5, 2006
35,787
6,197
126
All this talk of x86 patents is patently false. Unless I am grossly misunderstanding the patent legalese, they are only valid for a max of 20 years. So the basic x86 patents should already be available to anyone in this regard.

However modern CPUs have evolved far beyond the limits of basic x86 IP and any company wishing to compete in this arena would need licensing to most of Intel's IP portfolio, which is why Intel and AMD have cross license agreements.

Your vision of the world's justice departments dropping the hammer on Intel for not giving their portfolio away to anyone who asks for it is laughable. Do you see them going after other companies for not licensing their IP? Hint: think Apple. Besides there are many other CPU architectures out there. x86 is not the only one.

Also, I have read through an old cross license agreement between Intel and AMD and there are clear provisions for in the event one company goes out of business, bankruptcy, or is bought out. In the event AMD goes poof Intel will still retain full use of their licensed patents and any buyer will be forced by law into a reasonable license agreement with Intel. So this talk about Intel losing the 64 bit license is not realistic.

I fully expect Intel would not hesitate to enter into another cross license agreement with an AMD buyer but it would have to be to Intel's benefit. It is unlikely it could be forced upon them as you imply.
Mark my words. The buyer of AMD will keep making x86 chips and Intel will do nothing about it. They will avoid even talking about it like the plague, for fear of any word being construed as attempt to interfere with competition and costing them billions of dollars. Their best approach is to keep their mouth shut and passively maintain uncertainty over competitor's IP situation. Because this is a user it and lose it situation for them. Their best bet is to have a high margin competitor like Qualcomm buy AMD, because they are less likely to get into a price war, forcing Intel to cut their margins. If they try to stop the buyer from making x86 chips, then all bets are off. They will likely be fined 10 or 11 figures, and worse for them, forced to license x86 on FRAND terms, and then Mediateks of this world will drag their margins into the toilet. With this hanging over their head, any licensing agreement will be a fig leaf at best, where Intel will get nothing but preservation of status quo.
 

Redentor

Member
Apr 2, 2005
97
14
71
Mark my words. The buyer of AMD will keep making x86 chips and Intel will do nothing about it. They will avoid even talking about it like the plague, for fear of any word being construed as attempt to interfere with competition and costing them billions of dollars. Their best approach is to keep their mouth shut and passively maintain uncertainty over competitor's IP situation. Because this is a user it and lose it situation for them. Their best bet is to have a high margin competitor like Qualcomm buy AMD, because they are less likely to get into a price war, forcing Intel to cut their margins. If they try to stop the buyer from making x86 chips, then all bets are off. They will likely be fined 10 or 11 figures, and worse for them, forced to license x86 on FRAND terms, and then Mediateks of this world will drag their margins into the toilet. With this hanging over their head, any licensing agreement will be a fig leaf at best, where Intel will get nothing but preservation of status quo.

I couldn't have said it better myself
 

AnandThenMan

Diamond Member
Nov 11, 2004
3,980
595
126
Mark my words. The buyer of AMD will keep making x86 chips and Intel will do nothing about it.
I suspect this as well. But I don't think there will ever be a buyer for AMD, what in my view will happen is AMD will become less and less relevant to the point where they declare bankruptcy and the pieces sold off.

I'd like to be wrong and AMD finds a buyer, the Intel monopoly has really stifled progress in processors.
 

CHADBOGA

Platinum Member
Mar 31, 2009
2,135
832
136
Mark my words. The buyer of AMD will keep making x86 chips and Intel will do nothing about it. They will avoid even talking about it like the plague, for fear of any word being construed as attempt to interfere with competition and costing them billions of dollars. Their best approach is to keep their mouth shut and passively maintain uncertainty over competitor's IP situation. Because this is a user it and lose it situation for them. Their best bet is to have a high margin competitor like Qualcomm buy AMD, because they are less likely to get into a price war, forcing Intel to cut their margins. If they try to stop the buyer from making x86 chips, then all bets are off. They will likely be fined 10 or 11 figures, and worse for them, forced to license x86 on FRAND terms, and then Mediateks of this world will drag their margins into the toilet. With this hanging over their head, any licensing agreement will be a fig leaf at best, where Intel will get nothing but preservation of status quo.

Why would any new buyer of AMD continue to make x86 chips?

How have the previous non-Intel makers of x86 chips done?

Think IBM, VIA, AMD.

What's more, are they going to spend 5 years to produce an x86 chip they hope will compete with Intel?

Try being rational, not emotional.
 

GreenChile

Member
Sep 4, 2007
190
0
0
Mark my words. The buyer of AMD will keep making x86 chips and Intel will do nothing about it. They will avoid even talking about it like the plague, for fear of any word being construed as attempt to interfere with competition and costing them billions of dollars. Their best approach is to keep their mouth shut and passively maintain uncertainty over competitor's IP situation. Because this is a user it and lose it situation for them. Their best bet is to have a high margin competitor like Qualcomm buy AMD, because they are less likely to get into a price war, forcing Intel to cut their margins. If they try to stop the buyer from making x86 chips, then all bets are off. They will likely be fined 10 or 11 figures, and worse for them, forced to license x86 on FRAND terms, and then Mediateks of this world will drag their margins into the toilet. With this hanging over their head, any licensing agreement will be a fig leaf at best, where Intel will get nothing but preservation of status quo.
Yes I'm sure Intel will just give up all rights to their IP while getting nothing in return. You can mark your words all you want but it doesn't make it so.

Anyway, I need to get back to work now. It's been fun.
 

Redentor

Member
Apr 2, 2005
97
14
71
I suspect this as well. But I don't think there will ever be a buyer for AMD, what in my view will happen is AMD will become less and less relevant to the point where they declare bankruptcy and the pieces sold off.

I'd like to be wrong and AMD finds a buyer, the Intel monopoly has really stifled progress in processors.

Too many startegic patents. AMD is a tasty loot.
 

Redentor

Member
Apr 2, 2005
97
14
71
Why would any new buyer of AMD continue to make x86 chips?

How have the previous non-Intel makers of x86 chips done?

Think IBM, VIA, AMD.

What's more, are they going to spend 5 years to produce an x86 chip they hope will compete with Intel?

Try being rational, not emotional.

Meanwhile Spreadtrum and Rockchip have access to Intel x86 archs ...
 
Aug 11, 2008
10,451
642
126
What they paid for ATI has little to do with recent events - AMD acquired ATI 9 years ago, not 9 months ago. What has ruined AMD these past 5 years is the WSA with Global Foundries.

And Bulldozer. But if they hadnt overextended themselves with the ATI purchase, they might have been able to hold on to their foundaries, or at least negotiate a better agreement.

I still am not sure if the ATI purchase was a mistake or not, but for sure they paid way, way too much. Has it really been nine years? In any case, they still havent solved the bandwidth problem after all these years, which they must do to make an apu even a semblance of a compelling product. And even after purchasing ATI, Intel was actually first to come out with an integrated igpu, albeit a not very impressive one.
 

sandorski

No Lifer
Oct 10, 1999
70,232
5,807
126
Intel's process advantage is AMD's biggest problem. If GloFo, TSMC, or someone else were able to compete with Intel, AMD would be in much better shape.

People need to get over the ATI purchase already. That was so long ago now and without that purchase AMD would be so far behind on everything they would have ceased to exist years ago.
 

III-V

Senior member
Oct 12, 2014
678
1
41
People need to get over the ATI purchase already. That was so long ago now and without that purchase AMD would be so far behind on everything they would have ceased to exist years ago.
That's highly debatable... hence the discussion almost 10 years later.
 

MiddleOfTheRoad

Golden Member
Aug 6, 2014
1,123
5
0
Wow, the vitriol in this thread. The AMD fans sure are taking this one hard!

I imagine they are showing their frustration because it's undeniable what the future holds for AMD, and it isn't success.

That's exactly the talk that stirs the pot. I'm pretty confident that AMD will be successful in the future, but they likely won't be a manufacturer of Desktop CPU's at that point. It's not like they can't spin off the GPU division from the CPU company.... And operate as a smaller entity like Nvidia. At some point they are going to need to prioritize and shrink. The company is still too scattered with not enough resource to sustain it. If I were them, I'd continue to shrink and let others worry about manufacturing -- simply focus on licensing their technology. If they need a structured bankruptcy / restructure to ditch the wafer agreement, so be it.
 

III-V

Senior member
Oct 12, 2014
678
1
41
That's exactly the talk that stirs the pot. I'm pretty confident that AMD will be successful in the future
See, and for a lot of other people, it's the exact opposite -- the writing on the wall, for them, says that AMD is doomed. There's quite an ideological dichotomy.
 
Aug 11, 2008
10,451
642
126
Why would Qualcomm want to make x86 chips. Its directly against their business concept. Not to mention all the cash they need to spend for it to make it competitive.

And you dont have to buy a company to get employees.

yea, i agree. i dont see why any ARM company would want to buy amd to make x86. they are already making boatloads of money on ARM, in a field where intel is struggling to compete. Why would they want to take on the x86 leader and compete with them where they are strongest? It is not like buying AMD will suddenly make a new more competitive chip suddenly appear.

Actually intel purchasing amd is an intriguing thought, but govt regulators would never let it happen. But it would be quite interesting to see AMD dgpus and apus manufactured on intels process nodes.
 
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