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Broken Silicon

39. How Intel Stole the x86 Market | Industry Analyst Mike Bruzzone

77 min • 11 mars 2020
Mike Bruzzone joins to discuss the competitive landscape of x86 in 2020, and his history with Intel’s Anti-Trust Lawsuits. Mike’s Blog: https://seekingalpha.com/user/5030701/instablogs Sponsor Link: https://www.cdkoffers.com 25% Windows Code discount: brokensilicon 3% off all software: dieshrink Windows 10 pro oem key: http://www.cdkoffers.com/sk/Max1 Office 2016 : http://www.cdkoffers.com/sk/MX4 Office 2019: http://www.cdkoffers.com/sk/Max5 Windows 10 pro oem +Office 2016 package: http://www.cdkoffers.com/sk/MX3 Windows 10 pro oem +Office 2019 package: http://www.cdkoffers.com/sk/MX2 Microsoft Office Home And Business 2019 CD Key : https://bit.ly/36ert7o 1) 1:13 Reverse Engineering Intel’s Costs, AMD’s plan for a Price War 2) 9:50 Mike Bruzzone’s background 3) 12:58 AMD’s Beta Validation Problem, good Techtuber Ethics 4) 22:03 Will Linux break 10% marketshare? 5) 23:53 Intel Stole FPU's from Cyrix, and IP from Everyone. 6) 27:58 State Sanctioned IP Theft, and it was a Top-Down Order. 7) 31:13 “Intel Inside” was used to bribe, and intimidate witnesses. 8) 34:53 How Intel recruited and planted spies. 9) 41:44 The OEM’s side of the argument 10) 46:28 When could AMD win a Price War? Can they beat Intel? 11) 53:30 Is AMD innovating too quickly? 12) 55:54 Is Intel’s culture less toxic in 2020? 13) 61:30 Will Intel get away with their old tricks in 2020? 14) 1:09:49 Long term is RISC-V & ARM the greatest threat to Intel? https://youtu.be/2kddcQuEgxo https://seekingalpha.com/user/5030701/instablogs https://seekingalpha.com/instablog/5030701-mike-bruzzone/5366297-x86-2020 https://www.nytimes.com/2020/03/01/technology/intel-culture-robert-swan.html https://www.computerworld.com/article/3087148/eu-court-has-intel-inside-appealing-14-billion-antitrust-fine.html
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