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> Su, as of September 6, 2018, beneficially owns 2.43 million shares of AMD. This makes Su the firm’s largest shareholder. (https://www.investopedia.com/insight
by okl 8y ago
> Su, as of September 6, 2018, beneficially owns 2.43 million shares of AMD. This makes Su the firm’s largest shareholder. (https://www.investopedia.com/insights/top-3-shareholders-amd/ https://www.investopedia.com/insights/top-3-shareholders-amd...)
Considering last year's AMD stock price development, I don't think she will leave AMD for Intel unless Intel buys AMD. But:
> Kathleen Maher, vice president at Jon Peddie Research and the editor-in-chief of JPR's TechWatch Report, told us, “Obviously, the idea of Intel acquiring AMD is something that bubbles up from time to time, as does the idea of Nvidia acquiring AMD. But in that [latter] case, forget the FTC, Europe would have a cow (or whatever).”
- baybal2 8y agoYes, Su is holds half a billion bucks in AMD's stock. This article piked my attention exactly because, if you can read in between the lines, it asks what Su can do with Intel to improve her position. See, as pointed out in the article, any excessively concessionary move is out of the question. No Intel buying AMD, or poaching Su herself. Nvidia may want Intel or AMD CPU Intel may want Nvidia or AMD GPU AMD's only interest is not to let Intel and Nvidia to combine their strong sides. She can only want "an insurance policy" against that happening, more like a castling manoeuvre. She can take a stake in hypothesised join GPU unit with Intel, or x86 CPU unit with Nvidia. Intel would lose nothing in that arrangement, and AMD decreases their risk in GPU. Nvidia would lose nothing in the opposite arrangement, and AMD decreases their risk in CPU.