IBM Could Take Over Advanced Micro Devices: Rumours Resurrect.

[SRTDodge05]

Advanced Micro Devices and IBM Corp.’s microelectronics division may establish “a more formal” chip relationship with merger possible going forward, some analysts say. But others completely disagree and are sure that this will not happen. Even though the deal makes sense in several ways, this will be absolutely against IBM’s strategy in the recent years. Or won’t?

The speculation about possible takeover of the world’s second largest supplier of x86 microprocessors by the world’s leading IT conglomerate resurrected in a Financial Times article provided by analysts from MergerMarket.com web-site. Despite of the fact that IBM has been withdrawing from any kind of manufacturing for years, the observers believe that it still makes sense for IBM to acquire Advanced Micro Devices, which has not reported profits for many quarters.
“An IBM Microelectronics/AMD deal would foster IBM’s continued move into technology services and away from hardware, while allowing it to retain hands-on management of a vital part of the computer industry, especially as chipmakers move to nanotechnology,” sources familiar with the matter are reported to have said.

X-bit labs - IBM Could Take Over Advanced Micro Devices: Rumours Resurrect.

[SRTDodge05]

That could hurt intel in a way or so. Why cant other companies just leave amd alown and let them go under.

[k0NG0]

Originally Posted by SRTDodge05

Why cant other companies just leave amd alown and let them go under.

Because that would be stupid.

[Kedas]

The stock price also went up a bit due to the speculations.
The funny part is that since 1 Jan. 2008 intel has dropped -23% while AMD is at the same price. (0%)

[XJ.]

Originally Posted by k0NG0

Because that would be stupid.

Lol! Best one liner of the day

[tamarelle]

So what else is new? AMD has been acting as basically an arm of Ibm for a long time. At least if IBM formally took over AMD, people would stop calling AMD the underdog. It would also be funny to watch Intel kick butt on IBM. Which it has long been doing anyway.

[XJ.]

Actually, Intel was kicking Moto's but for most of the time (since most cpus Apple used were being produced by moto). IBM blew it when they failed to deliver a 3GHz G5 on time.

[tamarelle]

Originally Posted by XJ.

Actually, Intel was kicking Moto's but for most of the time (since most cpus Apple used were being produced by moto). IBM blew it when they failed to deliver a 3GHz G5 on time.

I'm referring to the High K 45nm process which both IBM and Intel announced on the same day. However, Intel delivered in 2007 and IBM's process will not be ready until the 2nd half of 2009. IBM is much bigger than Intel and yet have R&D expenditures exactly the same as Intel. IBM also have MUCH more debt and a market cap which was actually lower than Intel's until recently. IBM are not in a position to pressure Intel and I would predict a purchase of AMD could be disastrous for both.

[Sandog]

Crystal ball says likelyhood of:
IBM buying AMD
Intel making competive graphics chips
NVidia going down eventually

[maraud]

I am in favor of the itty bitty machine comoany taking over the almost defunct AMD so that there will be competition for Intel. Cartels like Deberrs are too controlling and are not in the interest of the consumer.

[XJ.]

Originally Posted by tamarelle

I'm referring to the High K 45nm process which both IBM and Intel announced on the same day. However, Intel delivered in 2007 and IBM's process will not be ready until the 2nd half of 2009.

Actually, IBM's 45nm isn't High-K and it is ready now. Read this if you care: And The 45-nm Winner Isn't . . . Intel - Wolfe's Den Blog - InformationWeek

[Kedas]

And it will stay a rumour:
http://www.eetimes.com/news/semi/sho...leID=205918688

[tamarelle]

Originally Posted by XJ.

Actually, IBM's 45nm isn't High-K and it is ready now. Read this if you care: And The 45-nm Winner Isn't . . . Intel - Wolfe's Den Blog - InformationWeek

That is no CPU level architecture, and as I said before, IBM is developing a high K process which is to be delivered in 2h 2009. If this process is so hot, why are IBM working on developing the High K process? And if poor AMD is using this process, I pity them. They must be desperate. As I said, Intel is 2 years ahead of IBM in TRUE (gotta love dat word, AMD fans) 45nm High K processes.

[Kedas]

You are forgetting to say that this high-k process end 2009 is 32nm.
(the same like intel, IBM will probably be a bit later)

[XJ.]

Correct Kedas, which means that AMD should see a larger improvement going from 45nm to 32nm than Intel will, although it appears that Intel will still have a small advantage on SRAM cell size (cache).