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

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

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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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