Tuesday, August 05, 2003 12:33:06 AM
Well, Intel has started selling some servers direct, and Intel and Dell are pretty much joined at the hip, so why not buy from AMD/IBM?
Hasn't IBM gotten badly hurt fighting Intel before
IBM invented Intel (as it is today).
About Microsoft buying AMD, again why
They face competition in the software side of the market, why not grab a monopoly in the hardware side while it's available for petty cash (Microsoft petty cash) prices?
I'm almost surprised they haven't already done it. Microsoft could easily buy AMD for $5 Billion tomorrow, then (as soon as it was part of Microsoft) sell back 20% of its investment for $10 Billion the day after. They'd own AMD for free and have $5 Billion of "incremental AMD" funds to spend on a shiny new 12" FAB or two.
Slapping a Microsoft label on PC's CPU is the most obvious opportunity on planet earth, right now. You just have to some CPU's to label. To buy up Intel would cost $165 Billion (waaaay too much, even for Microsoft) but $2.5 Billion market cap AMD?
Microsoft now sells most of the mice and keyboards, why not the CPUs?
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