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Sure, I'm not saying its something with huge margins, just like how Allwinner isn't getting rich with their dirt cheap SOCs. That being said, they have a few ma
by moyta 10y ago
Sure, I'm not saying its something with huge margins, just like how Allwinner isn't getting rich with their dirt cheap SOCs. That being said, they have a few markets like that, and that is what sustains a company.
I highly doubt Microsoft or anyone will buy AMD, as it would not make financial sense, AMD already builds these chips cheaper than any of them could build them on their own, and any kind of merger would revoke AMD's x86 license, and Intel's x86-64 license, thus destroying the ecosystem.
On another note, a razor thin margin might not be glamorous, but you can run a business like that, though it will not be glamorous.
- zeusk 10y agoPlease fact check at the very least. > and any kind of merger would revoke AMD's x86 license, and Intel's x86-64 license, thus destroying the ecosystem. is known to be materially false.
- moyta 10y agoUhh, have fun with that belief, AMD's lawyers say otherwise: http://www.kitguru.net/components/cpu/anton-shilov/amd-clarifies-cross-license-with-intel-change-of-control-terminates-agreement-for-both/ http://www.kitguru.net/components/cpu/anton-shilov/amd-clari...
- nkurz 10y agoI'm not a lawyer, nor have I studied the contract, but a superficial reading would imply that complete revocation is indeed the outcome of acquisition of either party. Do you have evidence to the contrary? https://www.sec.gov/Archives/edgar/data/2488/000119312509236705/dex102.htm https://www.sec.gov/Archives/edgar/data/2488/000119312509236... 5.2 (c) Termination Upon Change of Control. Subject to the terms of, and as further set forth in, Sections 5.2(d) and 5.2(e), this Agreement shall automatically terminate as a whole upon the consummation of a Change of Control of either Party. (d) Effects of Termination. (ii) In the event of any termination of this Agreement pursuant to Section 5.2(c), and subject to the provisions of Section 5.2(e), the rights and licenses granted to both Parties under this Agreement, including without limitation the rights granted under Section 3.8(d), shall terminate as of the effective date of such termination.
- moyta 10y agoHe doesn't, hence why he did not link to an article where AMD, Intel or VIA's lawyers say their cross licensing agreement allows them to be bought by another company.
- Qwertious 10y agoThis is true but irrelevant - it's Mutually Assured Destruction unless they reaffirm the contract, since both AMD and Intel would literally have to stop producing x86_64 chips without it. There is no way that Intel would allow that, their business would go into freefall. I mean, even if they did manage to wreck AMD, it doesn't get them anything particularly useful if it costs them their x86_64 duopoly/monopoly.
- emn13 10y agoNot to mention that AMD's current state is absolutely perfect for intel - too weak to be a serious threat, yet viable enough so that Intel is not a completely obvious monopoly that might attract unwanted regulatory intervention. Even if the licensing problems went away, I'm not sure it's in Intels political/legal interests to lose their only plausible competitor. AMD can't be costing them a lot of money (the real risk is slow irrelevance if ARM usage grows any more), and the risks were AMD to cease operations considerable. That is, until some ARM-based system can at least appear competitive enough to keep justice departments (and powerful negotiating partners like apple) at bay.