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by SmirkingRevenge
2419 days ago
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Take it for what you will, but an Intel engineer relayed to me (many years ago, in the aftermath of the Microsoft antitrust trial), that they attempt to ensure that AMD maintains a certain level of competitiveness as a hedge against antitrust. Sometimes that involves actually helping AMD via partnerships or technology sharing, if they are struggling too much - other times it means giving them a swift kick to the crotch if they are gaining to much ground. It may have been BS, it may not have - and much has certainly changed over the years... but... AMD has always been nipping at Intel's heels, for 20+ years now, never really losing or gaining too much to pose a real threat. Yet we've seen how ruthlessly Intel will snuff out potential contenders (such as Transmeta, RIP), it does kind of make you think there's something to it. |
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Sold those shares way too early in hindsight, but still got a good return out of that thinking, and if AMD ever gets into trouble again, I won't hesitate to apply the same logic.