Intel Corp (INTC)

[imho]

salasidis,

Does anyone see this deal as a problem of AMD actually having lost all diversification, and needing some added source of revenue in case CPU revenues start to dry up over the next year.

Convolution of AMD's financial statements going forward is a desirable side affect of this deal. However, as you have mentioned, they had this (diversified revenue) with flash. With this deal comming so close to the spin-off of their flash unit, one really wonders what sudden event made AMD rush to this deal? Perhaps the realization of how good Intel's next gen architecture turned out to be?

IMHO