Intel ready to buy AMD (Barron's Report)

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jww20

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From Barron's --

Update: Calls in to sell-side folks have at this point turned up a couple of rumors. One is a persistent rumor that Intel (INTC) will buy AMD, which, according to one source who could not be quoted by name, might suddenly be possible because the field of computing is now being defined more broadly than just the PC, which means “there aren’t as many anti-trust isues,” perhaps. Although the rumor is not a new one, “It’s in circulation again today.”

The Justice Department would have to give the go ahead but since current market has new competitors like ARM, it may be possible.


http://blogs.barrons.com/techtraderdaily/2013/05/01/amd-spikes-13-on-heavy-volume/
 
I can't see that getting approved by the feds. That's an easy 75% of market share that would be 1 company not to mention 100% of the PC market.
 
That would create a monopoly, so the feds wont be approving this. Has anyone checked AMD stock before and after the rumor?
 
Other rumors in the news today. Bill Gates returns to Microsoft only after secret meetings with Linus Torvolds to bring him on to replace the failure that is Steve Balmer and revoke all open source licenses on the Linux kernel.
 
Would it make sense if Intel was buying AMD strictly for parts of it (like the GPU division) and planned to sell off other parts like the ARM licenses to other interested parties? That way the feds would see less of a monopoly threat especially if they sold the chipset part to nVidia so they can get back into the motherboard game (if they wanted to) or even the x86/x64 CPU field although I can't imagine Intel pumping up a competitor like that.
 
rtangwai said:
Would it make sense if Intel was buying AMD strictly for parts of it (like the GPU division) and planned to sell off other parts like the ARM licenses to other interested parties? That way the feds would see less of a monopoly threat especially if they sold the chipset part to nVidia so they can get back into the motherboard game (if they wanted to) or even the x86/x64 CPU field although I can't imagine Intel pumping up a competitor like that.
Click to expand...

This is more likely to happen.

They'd have to have a gameplan out to prevent anti-trust or the feds would be all over them at their first chance.
 
Cyberdyne is looking alot more believable at this point.:p
 
NIVO said:
Cyberdyne is looking alot more believable at this point.:p
Click to expand...

That's old tech.
Skynet only had 90TFLOPS of compute power (at it's core, not counting sub or slave CPU units).

Our fastest supercomputer, the Titan, is around 20PFLOPS.
Hmm, 20 vs 0.09, guess which one has more compute power. :p
 
Wonder if this is why AMD stock suddenly went crazy this week and continues to..wishing I had bought more when it was <$2.

I just don't see this happening. What could the purchase possibly offer Intel? A lot of their IP is already cross licensed, especially the IP centered around their core x86 business. They can already make ARM devices, have a GPU (albeit with one of the most horribly managed driver teams possible), and enough R&D budget/talent to basically reverse engineer whatever they don't have. An Apple or MS buyout would make more sense but even then I don't see much upside, especially for Apple who had recently poached cheap individual AMD staff to engineer their own hardware platforms instead of buying the whole company and seem to have been rather successful with that strategy. MS already has its own hardware division and this would add a crazy amount of bloat to their business which already is in need of some focus rather than expansion.
 
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