AMD vs. Intel Leaves Apple Untouched
On June 27, Advanced Micro Devices Inc. filed suit in Delaware, claiming that Intel Corp. violated provisions of the Sherman Antitrust Act, the Clayton Business Act and the California Business and Professional Code.
Bajarin said that it was "incredibly risky" for AMD to file the suit. "The question is," he said, "how can they prove it? Call top officials at Fujitsu to testify?"
Martin Reynolds, an analyst at Gartner Inc., headquartered in Stamford, Conn, agreed, saying, "The lawsuit should have no effect on Apple."
"However," he said, "it does raise the question of why Apple selected Intel over AMD. There was no existing business, so there can be no possibility of coercion based on rebates. It isn't too presumptuous to assume that Apple made the decision based on the facts that AMD and Intel offered."
"Apple has not said if it has signed any contracts with Intel," Glaskowsky said. If the two companies have a deal about developing core logic chips, such as memory controllers, Glaskowsky said, there's "no sense" in looking at AMD processors, as mixing these with custom-designed Intel controllers would not likely work.
"If Apple is working with Intel on custom chip designs," he said, "they're not likely interested in talking with AMD anyway … However, [Apple CEO Steve] Jobs has always stressed the idea of 'options' in public."
Apple representatives did not offer comment.