The Yahoo Freeze
Yahoo's new CEO Carol Bartz froze salaries Wednesday.
Intel Questioning AMD's x86 License
AMD told the SEC that it rejected Intel's suggestion that its acquisition of
ATI and its creation of the so-called Foundry Company manufacturing spin-off
breached provisions in their age-old cross-license agreement. The terms of
the pact, though perpetual, come up for renewal this year. Intel's getting
back for all the antitrust trouble AMD has caused it.
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Linux.SYS-CON.com's senior contributing analyst, Bill Claybrook, spoke with
John Loiacono, executive vice president of Sun Microsystem's Software Group
about his new job, and what he has in store for Sun's Linux strategy.
You replaced Jonathan Schwartz several months ago as Sun's software leader.
Jonathan was very visible. Is this the way you are going to do it?
In my previous job as VP of Sun's operating platforms group, I was more
visible than over the past few months simply because we were making some
changes internally regarding implementation strategy. Not the strategy
SuSE has back-ported some of the more stable features that will be found in
the upcoming 2.6 Linux kernel, not due to be officially released now until
spring, it said, into the otherwise 2.4.21-based SuSE Linux 9.0 retail code
that will appear online and at retail shops on October 24. The move includes
both its $40 Personal Edition and its $80 Professional cut. SuSE also hails
the stuff as the "first home user" operating system to support AMD's newly
unveiled Athlon 64 desktop hybrid 32/64-bit chip. Of course it remains to be
seen whether there are going to be many of those or ex... (more)
AMD, which braced the market for the bad news last week, lost $30 million,
eight cents a share, in the fourth quarter on record sales of $1.26 billion.
It said it managed an operating income of $20 million, way way off
sequentially, but the net loss, which included $49 million in charges largely
associated with debt conversion and retirement, erased it. Backing out the
charges, AMD only realized five cents a share when eight cents was expected,
three cents less than consensus.
The company also said operating expenses were up to $498 million and R&D
costs were up 9% due to Fab 36 ... (more)
Egenera has lined up with AMD and the Opteron chip, betraying its
long-standing single-source alliance with Intel.
It is the five-year-old blade start-up's second recent break with tradition,
the other being its decision to sell Solaris 10 into the Sun accounts it has
It says it has arranged to add two-way and four-way Opteron blades to its
Intel flotilla. The widgets will be based on unannounced Opteron chips that
are probably new 90nm ones. Pricing won't be set until the chips come out in
a few weeks but are likely to undercut Egenera's x86-64 Intel Nocona blades... (more)
Intel is taking the course of least resistance about the antitrust charges
that the Japanese regulators made against it a few weeks ago.
It's simply conceding and, without admitting anything or even agreeing with
the facts behind the allegations, says it will stop offering Japanese vendors
rebates or discounts in exchange for exclusive Intel-only product lines or
90%-100% of their business. Which isn't to say Intel can't offer volume
discounts; it's just going to have to structure them differently.
According to Intel, "The allegations misinterpret important aspects of our
business ... (more)