NVDA related: no deal btw Intel and AMD

Intel refutes rumor of licensing AMD graphics tech. 17 May.

http://www.barrons.com/articles/intel-refutes-rumor-of-licen…

This is just one of several sources for the same info.

The rumor was AMD FUD?

Fwiw
Ralph

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How about that, an adamant media source, unnamed, causing havoc in the real world, only to be Fake News.

Where else have we seen that?

Fortunately, in the stock market world, such fake news can provide opportunity.

In regard to NVDA, the licensing contract (really a litigation settlement, was worth $240 million a year, which is about 3% of NVDA’s current revenues and growing smaller as the company grows.

Will be interesting to find out what Intel really is doing! In house development, pay as you go, or licensing agreement with AMD or NVDA. Don’t know who else they can turn to other than themselves.

Tinker

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