If Apple won't buy AMD, how about IBM?

This is the best blog I have ever read thank you!

oh i wish ibm buys amd this way intel will have something to worried about

ibm should buy amd

HI, I don't see anything wrong in it. They are doing business.

First, its obvious that AMD and IBM have a process and technolgy development relationship. AMD preparing to build a fab in New York, from the proceeds of the Intel recovery, is also well known between the two enterprises. The prosopect of a jointly owned enterprise in the domestic Unitied States is desired by the Federal government. Finally, x86 processors, by default, will become the production mainstay for massively parrallel systems. IBM will begin with an AMD licence for captive manufacture. MB, Camp Marketing

I would much rather see AMD buy the IBM fab in East Fishkill, NY! IBM is for certain moving away from hardware and into eggheadware. And Meggaman, FYI, (this may be another "foundry legend", but I heard it from a few different sources)those "IBM" Cyrix chips were made by MiCrus, at a fab jointly owned by IBM and Cirrus Logic. That fab now belongs to NXP.

An Apple purchase of AMD doesn't make any sense now that Apple has switched to Intel CPU's. Anyone who bought stock based on those rumors needs to have their head examined. Samsung or Sun might reasonably consider acquiring AMD.

Samsung clearly makes the most sense. Only a memory guy would view the processor business as MORE appealing.

AMD will never be a good purchase for any company, specifically taking Intel head on.

This comment refer to Cyrix & old PowerPC stuff. IBM is #1 semiconductor supplier for ASICs and supplying semiconductors for all three game stations. >>IBM's previous attempts to get into (merchant) semiconductors has been a disaster. I don't think it makes sense for IBM to buy AMD.

\i dont think there is any thing to panic , \amd will be back wiht in due time....

IBM used re badge Cyrix chips way back in the 90's so IBM are not afraid of taking on Intel at this level. We have sold thousands of both types of chips and really only one decision making rule emerges - power/price and AMD frequently have the edge - I think Intel realize that.

How about SUN...then they could open source the AMD chipset. This is what is needed to compete with Intel.

What about Intel acquiring AMD - Get extra engineers and also get rid of competition?

Whatever

Why would IBM buy a loser to start a bloodbath with Intel?

Why? IBM's previous attempts to get into (merchant) semiconductors has been a disaster. They have good technolgy, good as a foundry, but not so good at designing and marketing useful ICs. As an Intel advocate, it would be okay if IBM acquired them, because they'd probably finally put them 6ft under where they belong.

It makes strategic sense for Samsung or Chartered but IBM. I don't think they want to lose that much money.

First, I doubt AMD would go to TSMC since Chartered is provisioned on their process (not TSMC). Second, IBM once tried the MCP game, failed, then quit. Why would they do it all over again? Not when they could just keep developing the process tech and licensing it to the likes of AMD, NXP, etc... people don't like to compete with Intel directly if they don't have to. I think AMD should just go the Airbus route and just get French subsidies to help them compete. That would take care of the cash problem.

IBM sold their Hard Drive Division to Hitachi. Their PC Manufacturing Division to Lenovo. So now they want to buy AMD (and ATI), Yea, Right.. Even their "Global Services" division is having issues, according to Robert X. Cringely: Lean and Mean: 150,000 U.S. layoffs for IBM? www.pbs.org/cringely/pulpit/2007/pulpit_20070504_002027.html and The Final Daze: More on IBM's global restructuring www.pbs.org/cringely/pulpit/2007/pulpit_20070511_002058.html

It does not make strategic sense for IBM to merge with AMD or to buy it. Semiconductor solutions/chip making is not how IBM markets itself. IBM is a software/services company. This just ain't going to happen.

From a cash perspective, I don't see why IBM makes more sense than Apple. IBM is carrying about $16B in cash on their balance sheet. Apple has about $15B.

A TSMC acquisition of AMD could be a win-win for both compaines. AMD probably realizes that they will lose competitiveness against Intel unless they find a fab partner. Since AMD's products are quite specific, TSMC will not be view as a threat to it's other customers, at least, in the near term. It also gives TSMC an opportunity to expand in Asia.

A TSMC acquisition of AMD could be a win-win for both compaines. AMD probably realizes that they will lose competitiveness against Intel unless they find a fab partner. Since AMD's products are quite specific, TSMC will not be view as a threat to it's other customers, at least, in the near term. It also gives TSMC an opportunity to expand in Asia.

Agree with comments above. IBM is not longer in the hardware business but more profitable service business.

No, Samsung should buy both AMD and IBM Micro. IBM has been trying to get out of chips for a decade, and here's a chance to throw it overboard 'to a good home'. IBM also has had long-term development partnerships with both companies for many years. AMD needs more critical mass...money. Samsung needs to diversify from memories and would like to capture the #1 chipmaker spot from Intel. Samsung's System LSI business is growing slower than Jerry Sanders' asparagus. IBM could never get enough horsepower together to challenge Intel. Maybe S-A-I could.

The odds of IBM buying AMD are somewhere between zero and none. IBM wants to emphasize services because they make much better margins. The last thing they want to spend money on is acquiring hardware companies that compete in consumer electronics markets with huge capital expenses. LOL!

IBM...please buy AMD; I need to recover my $14/share stock purchase.