Linked by David Adams on Tue 27th Jul 2010 07:44 UTC
Intel An interesting article at Ars Technica takes a look at some compelling data (the longer-than-normal processor update cycles in Apple's personal computer lineup) and speculates that Apple's enthusiasm for its partnership with Intel might be cooling. Like Apple's soured relationship with once-BFF Google, this may be the result of Intel's increasing activities in the mobile computing space.
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RE[2]: AMD
by kristoph on Tue 27th Jul 2010 22:56 UTC in reply to "RE: AMD"
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AMD is now a largely fabless company. It's the IP and the brain-trust that matters. If Apple thought that had competitive value they would, I am sure, consider buying AMD.

Your second point does not make much sense. I assume your talking about anti-trust here but anti-trust does not come into play because Apple is not an existing competitor to Intel or AMD. Sure their acquisition by Apple (which would use their chips exclusively) would reduce Intel's competition but anti-trust could not be used in this context to block the acquisition.

That said, I agree that this type of acquisition is unlikely simple because, frankly, AMD has no strategic value to Apple unless their latest IP is significantly superior to intel, which it's not.

I actually think an Apple acquisition of ARM is much more strategic (or Clear or Sprint).


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