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As a "strategic mistake" counter-argument: It is possible that AMD would go under without this deal.
by jjawssd 9y ago
As a "strategic mistake" counter-argument: It is possible that AMD would go under without this deal.
- DoofusOfDeath 9y agoLeading AMD must be emotionally exhausting. Can you image leading a company that for so long is fighting for survival?
- manigandham 9y agoThis is basically every startup. Many of the quiet successes take decades.
- qeternity 9y agoThis is most businesses in general where healthy and creatively destructive competition takes place.
- krylon 9y agoGiven the entangled licensing situation, what would happen to Intel if AMD went bankrupt? Would they not lose their x86_64 license, unless they bought what remained of AMD? And if they did, would that raise some major antitrust issues?
- Macha 9y agoDepends on the license terms. e.g. if their license agreement says its irrevocable or "irrevocable unless <some action that blatantly violates the spirit of the contract>", then a future AMD buyer would not be able to retract the license just because they think they could get a better deal now. I'd imagine Intel's lawyers are good enough to get such a deal.
- infogulch 9y agoIs that reasonable though? I thought AMD was doing great with Ryzen and Epyc, and Vega is selling out as much as they can make.
- jjawssd 9y agoAMD is BARELY free cash flow positive. They have been on the brink of running out of cash as long as memory serves me. https://ycharts.com/companies/AMD/free_cash_flow https://ycharts.com/companies/AMD/free_cash_flow