AMD - Piledriver chitchat

[Bagnaj97]

AMD stock has gone past the $3 mark since there are rumours Intel might buy AMD.

Even if Intel wanted to, I can't see this happening due to anti monopoly rules. If anything though, AMD are right where Intel want them - big enough to keep the anti monopoly people at bay, small enough to not be too much of a nuisance.

[scaryjim]

... I can't see this happening due to anti monopoly rules. ...

This - there are so few x86 licensees and AMD is - afaik - the biggest. Now, if someone started a rumour that Intel was considering buying Via, that would be totally believable and actually be fairly bad news for AMD - Intel with a chunk of Via IP could actually turn in a serious performance threat to Kabini in the low-TDP x86 market.

[kalniel]

AMD stock has gone past the $3 mark since there are rumours Intel might buy AMD.

Doubt it's that, more likely the SoC stuff building on successful partnership with Sony etc.

[CAT-THE-FIFTH]

AMD sets up new unit:

http://www.xbitlabs.com/news/other/d...ecific_IP.html

Doubt it's that, more likely the SoC stuff building on successful partnership with Sony etc.

Maybe,but the rumour has been reported by sites such as the following:

http://blogs.barrons.com/techtraderd...-heavy-volume/

[scaryjim]

Although the rumor is not a new one, “It’s in circulation again today.”

So someone's dug up an old rumour and recirculated it - possibly in response to a small early rise from AMD - that wouldn't surprise me at all. "Oooh, AMD's on the up, perhaps Intel are thinking of buying them again?" I also wouldn't put it beyond market traders to misinterpret rumours about Intel either licensing or buying some AMD IP as "Intel buys AMD". I'd take it with a truckload of salt unless something more material gets put forward. I bet it's incredibly easy to spread rumours about companies when their stock starts to rise...

[HalloweenJack]

thought `big blue` wanted AMD?

[DanceswithUnix]

thought `big blue` wanted AMD?

The fact that big blue don't already own AMD says otherwise, but that would be very interesting to watch.

[CAT-THE-FIFTH]

Richland desktop CPUs pictured:

http://www.techpowerup.com/183464/AM...This-June.html

[DanceswithUnix]

I see the Intel buying AMD rumour is getting traction.

http://www.fudzilla.com/home/item/31...ght-make-sense

I guess they are right that in an ARM world they could get it through the monopoly approvals. They could then take the ATI part and kill off the CPU division.

[scaryjim]

Lovely exchange in the comments on that:

is X86 a necessary, life-giving commodity like water and electricity?

Yes. yes it is.

Quite apart from the questionable sentiment that electricity is a life-giving commodity, I'm inclined to agree, for the minute at least. ARM is clearly the dominant player in the mobile world, but an Intel buy-out of AMD would produce a near-complete monopoly of desktop, laptop and server products, particularly in mainstream corporate applications. Give it a couple of years and I think we'll see ARM making inroads into the laptop and low-power desktop market, and at that point, assuming MS push for further integration of Win RT and Win x86, you might be able to realistically move corporates onto ARM-based machines so an x86 monopoly won't be a computing monopoly.

But that's a few years away.

[DanceswithUnix]

The more I think about a buyout the less it makes sense.

If Intel wanted AMD, they would drive them into the ground and then pick up the shell of the company for next to nothing.

[shaithis]

The more I think about a buyout the less it makes sense.

If Intel wanted AMD, they would drive them into the ground and then pick up the shell of the company for next to nothing.

That doesn't make sense. To do that Intel would have to lose a lot of money, while knowing that they would probably get blocked by the monopolies commission and someone else would snap AMD up at the bargain price Intel shed money to make.......

[HalloweenJack]

thing is , if AMD get out of deskop , then Intel would have the likes of Qualcomm interested in AMD

[CAT-THE-FIFTH]

Intel has an X86 license IIRC!

[CAT-THE-FIFTH]

Jim Keller and Chekib Akrout interviewed:

http://www.rage3d.com/articles/hardware/amd_worldcast/

According to this Volcanic Islands GPUs will be released this year.

[watercooled]

I wonder where they'll be made? GloFo may be possible at 20nm.