Advanced Micro Devices (NYSE:AMD) CEO Hector Ruiz said at a dinner in San Francisco last night that Apple Computer (NASDAQ:AAPL) may eventually use the company’s processors “at some point in the future,” according to a research note this morning from Tim Luke, semiconductor analyst at Lehman Brothers.
“While Hector did not suggest that there were any talks currently between the two companies, he noted that Apple would ultimately buy AMD chips,” Luke writes. “The tie up with AMD would mark AMD’s entry into another ‘Intel only’ customer and augment AMD’s unit traction.”
Luke says that “when announced, the volume may not be significant,” but that “there could be a reaction similar to that experienced when AMD initially entered Dell. This is likely to reinforce the thought that despite Intel’s product cycle refresh, AMD products still offer OEMs strong price/performance metrics.”