Advanced Micro Devices Inc (AMD)

[bobs10]

Yeah, it's hard to say how this whole thing is going to work out. There's going to be a lot of merging/new alliances going on as markets consolidate/merge.

One of AMD's major strengths has been its' lack of interest in the chipset/GPU business, this has fostered all kinds of 2nd/3rd party innovations that will only grow next year as INTC follows NIH to the tee. But as the market continues to shift towards platforms there's going to be more of a need to choose partners. Choosing well for AMD is going to be critical. At this point I'm not sure who would make the better chipset/GPU partner, or if AMD even needs to get married just yet, but NVDA has to be in the running. By the end of next year pressures should start to build as FAb36 gets near to coming online. Fab36 coming online is going to radically alter the current AMD.