AMD will today announce that it will split into two companies - but can two AMDs be better than one?
Sam Diaz has more in the ins and outs of the deal over on Between the Lines.
[poll id=370]
OK, a split's all very well and good, but here's what really matters - will the split make AMD1 and AMD2 (let's call the two companies that for now) any more competitive than a single AMD? Well, it's possible, but the fact remains that the AMD that's split into two will be doing pretty much what the existing AMD does - design and make processors. It may be that the two companies will be able to attract business from elsewhere but I have doubts that this will amount to much in the way of income, especially in the short term. A split AMD will be doing pretty much what AMD is doing already - competing with Intel.
And that's the problem. The reason that AMD has seen quarter after quarter of losses is because the company has found it impossible to compete against Intel. AMD is especially outgunned in the desktop market segment. So the worry is with this AMD split is that it focuses on restructuring the company but not on what really matters - delivering innovative products.
If I were an investor, here's what I'd like to see from AMD:
Thoughts?