Intel Corp (INTC)

[Golfbum]

i'm skeptical of the financial side of a merger but i never thought amd would dig themselves out of a debt hole either, so what do i know...

btw, i seem to remember the early german debt covenants required the approval of the lenders for any such merger. are those obligations retired?

otoh, i don't see how amd can continue to operate without the tight integration that intel has in the platforms if intel manages to achieve with vpro and viiv what they did with centrino.

there's also the issue of what to do with a fab that might not be any good for cpus anymore yet perfectly useful for something else...like chipsets.

of course it will upset nvidia and probably via but if it's what they think they need to succeed then they need to make some choices.

of course their stereo salesman will have his work cut out for him to explain the significant change in strategy. but he's good!

gb