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AMD (AMD +9.5%) rallied in afternoon trading, apparently on M&A speculation. Evercore's...

AMD (AMD +9.5%) rallied in afternoon trading, apparently on M&A speculation. Evercore's Patrick Wang says Qualcomm (QCOM) and Samsung (SSNLF.PK) have been mentioned as potential buyers. But would these companies, both of whom develop ARM-based processors, be that interested in an x86 processor developer that's heavily exposed to a weak PC market, and is perpetually at a resource disadvantage relative to Intel (INTC)? 15.9% of AMD's float was shorted as of July 13.
Comments (4)
  • I lost count on AMD takeover rumors...sell
    8 Aug 2012, 04:37 PM Reply Like
  • Take over or change of management are AMD's only hope of survival in some form. Can't imagine QCOM, but Samsung could have an interest in AMD's business/patents and could buy AMD at its current depressed value for just the change it finds in its deep pockets.
    8 Aug 2012, 04:45 PM Reply Like
  • Guys AMD discrete graphics and server solutions are very competitive. Pc is not dead. If you don't believe me work for a corporation. Non are using apple or arm as the main computing box.
    shorters will get burned. Amd owns 20 % of pc business and 50% of discrete graphics. It's also growing in workstation graphics with the firepro brand.

     

    Typed on a bulldozer 8 core AMD 7970 multimonitor graphics.
    8 Aug 2012, 05:47 PM Reply Like
  • My bet on takeover would be Nvidia.

     

    Remember 3dfx ?
    Their stock was down and nvidia took them.
    The synergies with nvidia is massive . First competition in high end graphics is hurting both nv and AMD. Second now that Intels in low to mid graphics market they could clear competition authorities.

     

    Think about it : a company spanning arm phone chips to low power servers to high power x86 chips , gp gpu graphics plus good value gaming graphics. That NvAtiAmd the new tech giant.
    8 Aug 2012, 05:55 PM Reply Like
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