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Politics : Formerly About Advanced Micro Devices

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To: Shammymoo who wrote (34635)7/17/1998 8:27:00 AM
From: Ed Sammons  Read Replies (2) of 1577343
 
Shammymoo:

It makes no sense for IBM to buy AMD. IBM is too dependent upon INTC. Want to make sure you don't get advance info from INTC? Buy AMD. Besides, from AMD, they are already getting low cost chips and a big bargaining chip wrt INTC.

However it makes a lot of sense for Motorola to buy AMD. MOTO made one of the biggest blunders in business history when they refused IBM use of their 68000 CPU for something called a PC. With AMD, MOTO would gain entry.

MOTO sells a small amount Intel based embedded products, so they would not care about pissing off Intel. They could put some of their underused fab capacity to make high value CPUs. There would also be some interesting design synergies possible w/ the PowerPC and K6. In addition AMDs other products would complement MOTOs: Flash w/ cell phones, comm chips w/ wireless.

With the addition of a video graphics company, a MOTO-AMD combo would have all pieces for a new class of all-in-one wireless-networked-multimedia PC on a chip.

Ahh wishful thinking. But when I rule the world ...
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