Linked by Thom Holwerda on Tue 13th Nov 2012 22:24 UTC
AMD "Advanced Micro Devices has hired JPMorgan Chase & Co to explore options, which could include a potential sale, as the chipmaker struggles to find a role in an industry increasingly focused on mobile and away from traditional PCs, according to three sources familiar with the situation." Woah. Bad news for competition in the x86 space.
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RE: Thom
by Morgan on Tue 13th Nov 2012 23:14 UTC in reply to "Thom"
Morgan
Member since:
2005-06-29

Good to know. Although Intel has future competition from the entire ARM ecosystem, right now their only true competitor is AMD. If AMD were bought out (especially by Intel) we'd have a behemoth that would make Microsoft and Apple look like babies.

Reply Parent Score: 6

RE[2]: Thom
by smashIt on Tue 13th Nov 2012 23:19 in reply to "RE: Thom"
smashIt Member since:
2005-07-06

If AMD were bought out (especially by Intel)


i don't think they could even find a buyer
nobody in their right mind would go headon with intel, and intel can't buy them thanks to some anti-competitive laws

Reply Parent Score: 5

RE[3]: Thom
by Morgan on Tue 13th Nov 2012 23:23 in reply to "RE[2]: Thom"
Morgan Member since:
2005-06-29

i don't think they could even find a buyer
nobody in their right mind would go headon with intel,


I was actually thinking someone would want to buy them for the graphics hardware, and transition the CPU side to focus on mobile. That way they aren't directly competing with Intel (yet).

and intel can't buy them thanks to some anti-competitive laws


Stranger things have happened, but you're right, it probably wouldn't be Intel. At least, not without some interesting courtroom antics.

Edited 2012-11-13 23:24 UTC

Reply Parent Score: 3

RE[3]: Thom
by Brendan on Wed 14th Nov 2012 00:01 in reply to "RE[2]: Thom"
Brendan Member since:
2005-11-16

Hi,

"If AMD were bought out (especially by Intel)


i don't think they could even find a buyer
nobody in their right mind would go headon with intel, and intel can't buy them thanks to some anti-competitive laws
"

Microsoft could buy them, and then start using their CPUs and GPUs in things like Xbox, and then start optimising Windows for their CPUs while optimising their CPUs for Windows. They could ignore any new features Intel creates, and Intel would have to support Microsoft's new features just to maintain market share (while competing against ARM at the same time).

I'm scared.

- Brendan

Reply Parent Score: 5

RE[3]: Thom
by mkools on Wed 14th Nov 2012 00:35 in reply to "RE[2]: Thom"
mkools Member since:
2005-10-11

What about Samsung? They have more money and power than Intel has. That sure would be interesting.

Reply Parent Score: 6

RE[3]: Thom
by Soulbender on Wed 14th Nov 2012 01:40 in reply to "RE[2]: Thom"
Soulbender Member since:
2005-08-18

nobody in their right mind would go headon with intel


Well, lets hope someone will continue doing just that so Intel won't have a practical monopoly.

Reply Parent Score: 6

RE[3]: Thom
by galvanash on Wed 14th Nov 2012 03:07 in reply to "RE[2]: Thom"
galvanash Member since:
2006-01-25

i don't think they could even find a buyer
nobody in their right mind would go headon with intel, and intel can't buy them thanks to some anti-competitive laws


The real question is whether anyone can buy them (practically)... From information disclosed after their 2001 lawsuit settlement with Intel, their x86 license is non-transferable. They in fact had their license agreement amended (after their 2009 lawsuit) just to make Global Foundries legitimate, since originally they were restricted to manufacturing x86 chips themselves (i.e. they could not use a 3rd party).

http://download.intel.com/pressroom/legal/AMD_settlement_agreement....

There is alot of history between the two companies when it comes to x86 licensing, going back all the way to the eighties... Suffice to say that, as things stand now, a buyer of AMD would not be able to manufacture x86 compatible chips without negotiating their own license with Intel, at least not anything beyond the 486 instruction set.

That said, imo, the only buyer than makes any sense at all is someone who already has a current x86 license. Which unfortunately, afaik, is no one. Really, the only current, full, non-expiring x86 licensee of Intel is AMD, everyone else is limited to manufacture only licenses or has a limited/partial license.

VIA, for example, negotiated a 10 year license in 2003, so their license expires next year. They may be able to re-negotiate it, but I don't see how they could scrape together the money to afford AMD anyway. Outside of VIA? There isn't anyone I know of left... IBM may still have a license, but I doubt it covers some of the newer stuff in the ISA. Nvidia? Nope.

AMD's only bankable assets are skilled worker and a GPU business - their CPU line will likely die with them. Ironically, the only way that AMD could sell their x86 IP to someone else is if Intel brokered and blessed the deal...

Reply Parent Score: 2

RE[3]: Thom
by Flatland_Spider on Wed 14th Nov 2012 16:14 in reply to "RE[2]: Thom"
Flatland_Spider Member since:
2006-09-01

Samsung would like to take Intel on. They are already hinting at that direction with the new Chromebook sporting an Exynos 5 processor.

Samsung actually has the resources and fabs to compete head to head with Intel, so they could be a very dangerous competitor.

Reply Parent Score: 1

RE[2]: Thom
by bassbeast on Thu 15th Nov 2012 03:35 in reply to "RE: Thom"
bassbeast Member since:
2007-11-11

That is one of the reasons I've been urging people to put their money where their mouth is and buy AMD when they need a new PC or laptop.

The other of course is that frankly the "bang for the buck" on AMD chips is just nuts and probably less than 5% of those actually buying PCs have tasks that would benefit from the IPC advantage Intel has. you can get AMD quad kits on Tiger starting at $150, and you can buy Thuban X6 chips for $105. heck I even love gaming and my X6 just blows through the latest games while giving me plenty of cores for other tasks, truly a great chip.

So next time you are buying a PC or laptop take a serious look at AMD, I'm old enough to remember what it was like when Intel stood alone and it was NOT fun, it was stagnation and high prices. I put my money where my mouth is and my entire family is on AMD,we're talking 5 desktops, 1 laptop and 1 netbook, and I can say all of them do every task we can come up with with plenty of cycles left over and plenty of cash saved over going Intel.

Reply Parent Score: 2

RE[3]: Thom
by sukru on Thu 15th Nov 2012 14:16 in reply to "RE[2]: Thom"
sukru Member since:
2006-11-19

Yes, people do not realize this. I can easily collect a PC (especially now, considering black Friday is near) using AMD components for less than $200 (including case, PSU, motherboard, CPU, RAM, GPU, excluding HDD and monitor). But the cheapest Intel option would be almost twice that.

If you want the absolute top performance, Core i7 has no competition, but if you want to most bang for your buck AMD is the best choice.

Reply Parent Score: 2