Intel Corp (INTC)

[Maui]

Dan3,
Re : "IBM simply buying AMD"

I have wondered that myself. Here are my thoughts :
1. Why would IBMs competitor (HP mainly) want to buy chips from IBM anymore. Microsoft certainly would decrease support of AMD/IBM chips. Doesn't all of these isolate IBM and end up increasing Intels market share and hurting IBM in the long run ?
2. Hasn't IBM gotten badly hurt fighting Intel before ? Why would they want to fight Intel, in the area of Intels strength ? The fight between IBM/AMD and Intel could go on for years with each eating into others revenue. Why would IBMs shareholder invest in such a deal ?

About Microsoft buying AMD, again why ? Just because they have the money ? They have bigger fish to go after together (cellphones, PDAs, high end server market etc).

For AMD, life revolves completely around how Intel does. For larger companies like Intel, Microsoft, IBM etc, issues like, growing the overall IT economy, getting into new markets (most likely together) make a lot more sense than fighting each other.

Having said that, I do see why Microsoft, HP, IBM etc would want to have multiple supplier and would like a good competition between AMD and Intel. But, I am not sure any of them would benefit from buying AMD.

I would appreciate thought from you and others.

Maui.