Do you think they will do better with Xilinx than Intel did with Altera?
First take on @AMD buying @XilinxInc rumor: AMD gets deeper entry into telecom, automotive, broadcast, and a much improved AI offering. Xilinx gets a data center partner. Not much overlap.
-
-
-
Hard to do worse :) But seriously, AMD has no experience buying such a large company since it bought ATI. But completely new management team. I suggest AMD hires some people with pertinent experience.
- Zobraziť odpovede
Nová konverzácia -
-
-
Asked Mark today about AMD expanding into iot/automotive and other tech markets with large TAM opportunity. He said only really focused on markets where AMD can make a difference.
-
But adding Xilinx makes that statement irrelevant. Xilinx is already in those markets.
- Zobraziť odpovede
Nová konverzácia -
-
-
It’s all about the Data Center. Don’t overthink it.
-
Xilinx's business in Data Center is not worth $30B.
- Zobraziť odpovede
Nová konverzácia -
-
-
Remember how buying Altera saved Intel? Me neither. Now is the time to make acquisitions, because AMD's equity is at an all-time-high....but just like with Intel+Altera, where is the synergy in this deal? Why not buy a lawnmower maker, that doesn't overlap either.
Vďaka. Twitter túto informáciu využije na skvalitnenie vašej časovej osi. SpäťSpäť
-
-
-
Not much synergy and is a heavy bet at 30% of your market cap.
Vďaka. Twitter túto informáciu využije na skvalitnenie vašej časovej osi. SpäťSpäť
-
-
-
I have been expecting this for a while... would be a good move to use the stock while they can
-
I'm really concerned though. AMD has no experience with such a big acquisition. Buying ATI almost killed the company. At least Nvidia built up to buying Arm with progressively larger deals.
- Zobraziť odpovede
Nová konverzácia -
Načítavanie bude chvíľu trvať.
Twitter je preťažený alebo sa vyskytla neočakávaná chyba. Skúste to znova alebo navštívte stránku Twitter Status, ktorá obsahuje viac informácií.