jmke

I have suggested this one before, but I think it’s more likely now than before. AMD should really split the business. No, they should not break off ATI; rather they should split their business into a foundry and a fables semi-conductor. This isn’t as easy as saying “okay let’s split” – it would require some serious partnerships, agreements would have to be modified, creative accounting, and their X86 contract would need to be tweaked. More important they would have to find someone who wants to invest in the foundry business.

Finding a savvy investor to invest in a foundry would be like asking Gordon Ramsay if he could dress up as Ronald McDonald and take over McDonald’s kitchen. It is just not an easy problem to solve. There are limited companies and/or people who would be interested in such a thing.

http://www.rahulsood.com/2008/05/amd-breakup.html

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