WBMW,
re: AMD's engine has stalled, and I find it hard to believe that as the plane starts losing altitude, that they wouldn't at least attempt to eject the dead weight. Yes, it's a last resort, but potentially one that could save the business, if another few quarters come around, and AMD still cannot stop the bleeding.
I think you make the key point. If you have a company with ~$1B in cash, losing about $250K (+) a quarter, your strategic thinkers must be looking at all the alternatives. Since the microprocessor division is where the bleeding is taking place, selling or closing that division would certainly be, at the least, debated.
Kap had a good question on the SI AMD thread, if AMD's debt is downgraded to junk, would that kick in any early repayment covenants? I'm not sure if that info is public.
Would anybody buy the AMD processor division? It would probably carry the majority of AMD's debt.
From an Intel shareholder perspective, closing the division would be the best scenario. If they sold it to a stronger company, it would probably be a good for Intel short term (integration problems), it might be worse long term.
John
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