Intel Corp (INTC)

[chipguy]

I think it's a distinct possibility that a lot is cooking between IBM and AMD.... Would IBM want AMD going over to PE? Would IBM want/let AMD fail? And what about the announced socket synergy of Power and AMD? What about the process technology?

1) Would IBM want to declare war on Intel? IBM has bumped
up against Intel a few times in mass market processors, x86
and otherwise, and got badly burnt.

2) The clear evolutionary trend of IBM the corporation is to
gradually move away from hardware to software and services.
Over the years IBM has stopped making DRAM, disk drives,
printers, telecom switches, and PCs. Picking up where AMD
fell in battle is completely contrary to IBM's strategic direction
for nearly two decades.