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The Securities and Exchange Commission is revisiting allegations of a long, symbiotic relationship between Dell and Intel.

A complaint filed Thursday alleges Dell was a recipient of massive, multibillion-dollar, multiyear Intel payments in order to keep Dell from adopting processors from Advanced Micro Devices, an argument also put forward in an antitrust lawsuit last year by the New York attorney general and in an AMD 2005 lawsuit against Intel--settled last year--among other legal actions.

The SEC on Thursday announced a $100 million settlement with both Dell, the company, and Michael Dell, chairman and CEO. The PC maker is neither admitting nor denying the allegations in the SEC's complaint.

Dell, however, reiterated on Thursday that it had previously instituted remedial measures, including finance and accounting training, organizational structure changes separating the accounting function from the finance function, internal financial and accounting processes, and systems infrastructure investment to ensure effective, transparent accounting and appropriate internal financial controls.

Though Intel is not a party to the case, it made the following the statement: "We cooperated with the SEC in the case. Any characterization of Intel's relationship with Dell has not been tested or adjudicated by any court. This is strictly a settlement between Dell and the FTC."

The SEC filing on Thursday starts by alleging that "beginning at least as early as 2001, Intel began to provide additional 'rebates' to Dell and other personal computer makers that were not related to the contractual marketing program and that were different in character from ordinary course price discounts. No one disclosed these payments to the market."

The SEC continues, alleging that the percentage of Dell's operating income that was based on Intel payments increased dramatically between… Read more

Bad bumps? A U.K. tech site is alleging that the latest Apple MacBook Pros contain Nvidia graphics chips with the same "bad bumps" problem that Nvidia addressed this summer and said was rectified.

Nvidia said in a phone interview on Tuesday that this is dead wrong.

First a little background. Nvidia issued a statement July 2 saying it would take a charge of up to $200 million to cover repairs due to a "weak die/packaging material set in certain versions of its previous generation GPU and MCP products used in notebook systems."

Both Hewlett-Packard … Read more

Nvidia on Wednesday introduced its GeForce 9400M graphics chip, a direct threat to Intel's graphics silicon.

Apple's choice of the 9400M for its refreshed MacBook line heralds a much-needed infusion of competition in the market for mobile integrated graphics--a low-cost solution that is built into Intel chipsets. To date, Intel has dominated the market, with many of the top notebook vendors defaulting to Intel graphics in low-end models and ultraportables. Apple chose Intel graphics for previous versions of the MacBook and MacBook Air.

Not this time though. Apple did its homework and CEO Steve Jobs made a point Tuesday … Read more

Nvidia has become a Silicon Valley hot spot for rumors. One is tied to an analyst downgrade Monday, the other to the rumored Apple MacBook refresh.

An analyst rekindled speculation Monday that the world's largest graphics chip supplier would sell off its chipset business, while rumors persist that the company would play a larger role in an expected refresh of the Apple MacBook.

Nvidia shares fell Monday after a Pacific Crest analyst issued a negative report on the company's prospects. In the report, the analyst said "our checks confirm" that Nvidia will exit the chipset business … Read more

As it kicks off its Nvision conference Monday in San Jose, Calif., chipmaker Nvidia must be hoping that the N stands for "new" and "now"--and not "no thanks."

Nvidia is trying to shake off a tough second quarter and is staring down a slump in earnings tied to chip glitches and stiffer competition from rival Advanced Micro Devices. The home page for the Nvision 08 conference urges interested parties to "join the visual revolution" and promises attendees two days' worth of "jaw-dropping visual wonderment" in the realms of games, movies, and science.

A big chunk of the graphics chip supplier's woes stem from a $196 million second-quarter charge taken for defective graphics processors. Though Nvidia CEO Jen-Hsun Huang has said that the "failures are only seen in a small percentage of all the chips," Hewlett-Packard and Dell have listed a number of models affected by the glitch.

A possibly bigger challenge is AMD's resurgent ATI graphics chip unit. Huang said in the second-quarter earnings conference call that his company had "underestimated" the price and performance of AMD's latest graphics chips, leading Nvidia to "to misposition our fall lineup" of chips.

(See: "AMD reclaims the high-end 3D card belt.")

AMD's recently introduced midrange and high-end graphics boards have been well-received and typically come at a discount to Nvidia boards that are roughly equal in performance. This forced Nvidia to cut prices on its performance graphics chips.

What does Nvidia think about AMD's new products? "Our competition has built a nice product but...the nice things that people write about their product is that it's well-priced," according to Huang, speaking during the earnings call.

Analysts confirm that AMD is making inroads. "(It's) pretty discernible. Certainly desktop standalone graphics, they've seen improvement there," said Dean McCarron, the principal and founder of Mercury Research, a company that tracks chip market movements. … Read more

Nvidia is in the throes of a minor meltdown. Its share price is collapsing as it grapples with widespread product defects, a resurgent Advanced Micro Devices, and a weak market.

It all started when Nvidia released a statement on July 2 saying it would take a $150 million to $200 million charge to cover the costs for repair and replacement of defective graphics silicon in notebook PCs. Though Nvidia didn't name any names, Hewlett-Packard, Apple, and Lenovo, among others, use Nvidia graphics chips in their notebooks.

Then on Thursday, July 3, shares plunged $5.54, or just over 30 … Read more