Advanced Micro Devices Inc (AMD)

[bobs10]

Yes, this sounds more and more like a continuation of AMD's policy of partnering with others. While the inability to fund expansion as rapidly as needed is probably at the heart of the AMD decision, I like seeing AMD doing these sorts of deals, particularly if they work out. As I keep harping about, there is going to be compression in the PC/home electronics/wireless communications areas and companies are going to have to look to others for technology/resources they don’t have.

If AMD shows itself to be a good partner through these sorts of deals it will grease the skids for later deals. No one wants to partner with an INTC since everyone looks at INTC as a raptor. Everyone will be looking for win/win deals.