Clearly a bold move ripe with opportunity that cuts many ways. That SeaMicro is promiscuous, serving many masters, has strong appeal to AMD as mating SeaMicro ip with ARM cores just sounds right. From a design perspective, SeaMicro is already working with AMD cores and a saleable product(s) is(are) close. That is why this may be a dumb idea.
Today the playing field is level regarding SeaMicro ip and Intel does not want them with their current, ahem, business model. If Intel bought them and then shut off ip access to competitors those wonderful guys and gals in the the Antitrust Division of the Justice Department would have a party day. Intel's sole competitive option is to build their own but why bother as long as the playing field is level. Rory just spent $300 odd million to tell Intel it is important that they obsolete the SeaMicro product rapidly. Rory has the reputation he executes well. I wonder how this will work out for him once he gets past the immediate short term benefits.
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Beenthere - Friday, March 2, 2012 - link
Looks like a good acquisition to me. Opteron and Trinity APU sales should jump nicely.IlllI - Friday, March 2, 2012 - link
welcome to 3 days ago.bigboxes - Friday, March 2, 2012 - link
Wow. A whole three days. Did you get the scoop?silverblue - Saturday, March 3, 2012 - link
You mean, one of the rare occasions when Toms have beaten AT to press on a news article? :)dealcorn - Saturday, March 3, 2012 - link
Clearly a bold move ripe with opportunity that cuts many ways. That SeaMicro is promiscuous, serving many masters, has strong appeal to AMD as mating SeaMicro ip with ARM cores just sounds right. From a design perspective, SeaMicro is already working with AMD cores and a saleable product(s) is(are) close. That is why this may be a dumb idea.Today the playing field is level regarding SeaMicro ip and Intel does not want them with their current, ahem, business model. If Intel bought them and then shut off ip access to competitors those wonderful guys and gals in the the Antitrust Division of the Justice Department would have a party day. Intel's sole competitive option is to build their own but why bother as long as the playing field is level. Rory just spent $300 odd million to tell Intel it is important that they obsolete the SeaMicro product rapidly. Rory has the reputation he executes well. I wonder how this will work out for him once he gets past the immediate short term benefits.