TXN and AMD
Personally I can think of a lot of very interesting reasons for the two to get together. I've wanted AMD to get closer to SNE for years, but alas it was not to be. AMD and TXN would be a powerhouse that could easily rival INTC.
TXN obviously has big plans in the enteratinment/communications area and has a long history, like AMD, of waging war with INTC. I could see a lot of synergies amoungst the two particularly in the Media center area. DLP hooked up with Geode/Athlon processors could create some interesting products.