Robert Myers said:
My usually very active imagination is failing me. Can you sketch out
a plausible scenario of what you see happening, even if it's not
necessarily what you think will happen?
I really can't see how there could be any IP conflicts if Broadcom decided
to do Opteron chipsets and share some technology with its Xeon chipsets.
Xeon has got its own bus, Opteron has its own. The only things that would be
shared would be things like i/o southbridges (ATA controllers, Ethernet,
etc.). Can't see how Intel could block on things like that, since anybody
has the capability to make those things and they're not owned by Intel. If
anything, it's AMD that might have something to worry about, because chances
are high that Broadcom might start using Hypertransport to connect its
southbridges even in Intel motherboards. I'm not sure AMD would want its
Hypertransport being used to help Intel -- but then again AMD tends to be
less pedantic about its turf than Intel in every respect so maybe it won't
put up a fuss. Broadcom would obviously have to become (if it isn't already)
a member of the Hypertransport consortium so I doubt AMD could put up any
roadblocks to Broadcom to use Hypertransport as it sees fit. Of course, the
only thing AMD could control is the useage of Coherent Hypertransport.
My private oracle says that the incentives for Intel to pursue its
Intel-proprietary motherboard strategy are stronger than ever.
Intel is going to pursue this strategy more, and it is going to lock
Broadcom out more and more. There was a time when Intel needed Serverworks'
expertise in designing properly working chipsets, but now that it's got its
own set, there is no incentive for it help Serverworks anymore.
Broadcom's initial Opteron chipset will be a 4-way chipset. That means it's
really just another hanger-on for AMD. It's not going to start adding value
to AMD until it starts reaching for 16-way (or possibly 8-way), since the
Opteron does 4-way on its own right out of the box. Probably a good starting
point for Broadcom to gets its feet wet with Opteron, but nothing else.
Yousuf Khan