I wonder if now that AMD is short of capital that IBM is considering a
equity stake in AMD or a outright acquisition. This would make sense
since AMD already has a lot of marketshare.
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I personally hope not...IBM wasn't exactly known for their non-existant uber-powerful-Core2-and-TurionX2-beating-G10 processors. AMD/ATI needs to stay solvent and not sell out...otherwise we'll have no competition and little improvement over time.
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AMD is exactly the sort of business IBM is selling, not buying. They sold
their disk drive division and their PC division because those were
volatile low margin commodity businesses. The kind of businesses that they
are buying are software and services. -
AMD can't seem to get it together for more than a year or so. They just warned profits are going to come in under expectations.
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Intel is too large of a corporation for AMD to efficiently compete with when they're not on top in performance. The moment Intel regains the lead in performance AMD begins to fall because then Intel can beat them in both performance and price. Intel has larger facilities and better manufacturing so they can sell their products cheaper. Intel had the lead on AMD for quite a while in the 65nm production so that hurt them right there from the start.
IBM acquisition or investment in AMD..
Discussion in 'Lenovo' started by Tetor, Mar 5, 2007.