In article <pfbpp35e2pv1q8gulv8qfgrj66ars3sok5@[EMAIL PROTECTED]
>,
mygarbage2000@[EMAIL PROTECTED]
says...
> On Sun, 27 Jan 2008 10:11:10 -0500, Yousuf Khan <bbbl67@[EMAIL PROTECTED]
>
> wrote:
>
> >sprite scaler wrote:
> >> IBM Takeover of AMD Speculations Arise
> >
> >
> >IBM only wants software businesses these days.
> >
> > Yousuf Khan
>
> Why, then, they got a new fab in East Fishkill? Just to show everyone
> they have balls? (As per fmr. AMD CEO Sanders, "real men got fabs".)
> ;-)
IBM is still in the hardware business and as such need a fab so they
can control their (technological) destiny. They certainly don't
need the capacity of their own fab but do need the control owning
one gives. Saunders was right, if you want to stay on the bleeding
edge.
> If AMD's free fal continues to the point when market cap gets well
> below their book value, a buyer might emerge. Not necessarily IBM -
> there are a lot of vultures out there - but at certain price point the
> purchase might make sence even for IBM.
IBM has no use for more capacity, though they would like to be able
to run fewer part numbers. The certainly have no use for a money
loser or more debt.
--
Keith
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