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Analysis: Intel buys peace, AMD vindicated. Now what?

Bolaji Ojo
11/12/2009 06:00 PM EST

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daskino
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re: Analysis: Intel buys peace, AMD vindicated. Now what?
daskino   11/16/2009 10:31:33 AM
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Intel could not afford another loss in the courts. They share the X86 instruction set with AMD. But the X86 is losing its relevance. ARM and MIPS based Embedded devices such as Iphone, Digital media players and open OS' such as Android and HTML 5 are changing the competitive landscape for Intel and AMD. Consumers will increasingly spend their IT $ on embedded devices that hold no x86/win in them, like Squeezebox, Digital photo frames and Connected Media Players.

Nirav Desai
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re: Analysis: Intel buys peace, AMD vindicated. Now what?
Nirav Desai   11/13/2009 7:42:03 AM
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I think the reason why Intel settled with AMD out of court is that it no longer sees AMD as its main rival. With the Intel Atom being the only product pushing up Intel's revenues in the last year, it needs to focus on more on mobile processors where it has its task cut against the TI OMAP3 and other ARM based processors.

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