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AMD denies Oracle buyout rumour

AMD denies Oracle buyout rumour

AMD's Dirk Meyer says that his company is not for sale, but doesn't rule out a partnership with Oracle.

AMD's chief executive, Dirk Meyer, has denied rumours that his company might be looking to sell up to Oracle, but hasn't ruled out the possibility of a partnership of some kind.

During an industry conference, Meyer stated to reporters from The Globe and Mail that "AMD is not for sale," but stated that his company is "happy to listen to any proposal which is in the interest of our shareholders."

Meyer's comments come after rumours spread that Oracle, fresh from its acquisition of SPARC-specialist Sun, was looking to further its interests in the hardware business by buying AMD outright - a rumour that wasn't harmed by Oracle's chief executive Larry Ellison stating that his company was "keen" to make additional acquisitions and that it was looking for "a microchip company" to add to its fold.

During the conference, Meyer also played down the growing threat from ARM licensees, which has seen the RISC-based chips getting increasing interest from those looking to develop low-power many-core server farms for cloud computing projects. Echoing Intel chief executive Paul Ottelini's comments from earlier this year, Meyer claimed "I don't really view ARM as a threat."

Whether it's because of Meyer's bullish views on his company's future, the possibility that a partnership with an industry giant such as Oracle could be around the corner, or simply that investors just don't believe Meyer's claims that AMD isn't up for sale, investors appeared pleased with the company's progress. The share price enjoyed a 0.7 percent jump following Meyer's comments - and while that might not seem like much, for a company that has taken something of a beating in the markets in recent times it's a step in the right direction.

Do you believe that AMD could be turning a corner, or is Meyer's denial not enough to rule out the possibility that Ellison could be taking over in the near future? Share your thoughts over in the forums.

14 Comments

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Flibblebot 7th October 2010, 13:47 Quote
Bearing in mind what's happened to Sun since they got acquired by Oracle, if AMD do get taken over by them, it'll be nothing but bad news for enthusiasts like us.

In the event that this does happen (remember, Sun thought they were cash-rich enough not to be a takeover target), our best hope is that Oracle are only after the processor part of AMD and that they split off and sell the ATi part...
Jezcentral 7th October 2010, 14:06 Quote
But who would buy a graphics-card-only manufacturer? The ATI part of AMD might walking on water at the moment, but how long would that last with APUs or whatever they're called?

Even Nvidia are pinning their future hopes on a CPU-lite, not on reclaiming the graphics card crown. (Fermi notwithstanding).
MajestiX 7th October 2010, 15:30 Quote
they can always buy ARM?

the CEO can say what ever, if the offer is big enough the share owners will just out vote him or the shares will tank.

see what happen to MS and yahoo. they won't sell so MS, so MS went bing alone and now it has higher market share than yahoo (i heard someone unsure though).
steveo_mcg 7th October 2010, 16:16 Quote
Quote:
Originally Posted by Jezcentral
But who would buy a graphics-card-only manufacturer? The ATI part of AMD might walking on water at the moment, but how long would that last with APUs or whatever they're called?

Even Nvidia are pinning their future hopes on a CPU-lite, not on reclaiming the graphics card crown. (Fermi notwithstanding).

Actually the ATI part might be the most interesting thing for a (primarily) database company think of all that parallel processing perfect for huge databases.
Bindibadgi 7th October 2010, 16:45 Quote
Quote:
Originally Posted by Flibblebot
In the event that this does happen (remember, Sun thought they were cash-rich enough not to be a takeover target), our best hope is that Oracle are only after the processor part of AMD and that they split off and sell the ATi part...

That would be just as bad - Intel would simply raise prices of CPUs through the roof.
memeroot 7th October 2010, 17:10 Quote
It will never happen, AMD have nothing for them to kill off - mysql :-(
bobwya 7th October 2010, 23:35 Quote
Yeh well I am sure AMD will look at Sun getting squashed by Oracle and try and avoid that happening to AMD all costs... Hmmm Open Solaris anyone? I am just glad projects like Open Office were GPL'd or they would have been killed off/ commercialised... We will still wait to see what will happen to USB-enabled version of VirtualBox of course...
schmidtbag 8th October 2010, 02:04 Quote
i'm not really sure why oracle bothered with sun if they already want amd. seriously, its been about a year and they already want a new cpu architecture? does sparc suck that much?

oracle didn't have to buy out sun to work on open source development like solaris and openoffice.

imo, amd seems EXTREMELY confident in their next generation processors. i've never known this much confidence of a success in a product in the computer industry in a long time. amd is getting apple interested, they're trying to get into small mobile devices, they're challenging intel's highest-end stuff, they're turning down big money from oracle, and they're (for some reason) acting like the llano apu is the future of computing. who knows, maybe theres more i don't know about.

amd currently is losing money and they're hurting. i'm sure they're smart enough to realize that if they claim their next products are really as good as what they say they are, then people's expectations are going to be VERY high. that being said, if their products won't become as good as they claim, then they're doomed.

sooooo if amd's next generation cpus are as promising as they're making it out to be, they could probably do better than oracle. therefore, if oracle buys them, they'll just slow down the release of the new stuff.
dangerman1337 8th October 2010, 10:13 Quote
Quote:
Originally Posted by Bindibadgi
That would be just as bad - Intel would simply raise prices of CPUs through the roof.

Then the US feds break up intel, killing most of their RDA and future archs and were stuck with no processors for us :(.

Lets just hope Microsoft makes Windows ARM compatible so we could see some ARM manufacturer make Enthusiast parts hopefully.
Flibblebot 8th October 2010, 14:35 Quote
Based on what's happened to all of the companies that Oracle's taken over, they'll keep the good bits for themselves and just dump the rest - Oracle are an asset stripper, nothing more.

Oracle only have one real competitor in the marketplace (SAP), and in the case that they bought out AMD, they'd have a complete end=to-end software and hardware solution covering every aspect of a company's business. They'd effectively be untouchable.
Landy_Ed 8th October 2010, 15:02 Quote
Quote:
Originally Posted by steveo_mcg
Quote:
Originally Posted by Jezcentral
But who would buy a graphics-card-only manufacturer? The ATI part of AMD might walking on water at the moment, but how long would that last with APUs or whatever they're called?

Even Nvidia are pinning their future hopes on a CPU-lite, not on reclaiming the graphics card crown. (Fermi notwithstanding).

Actually the ATI part might be the most interesting thing for a (primarily) database company think of all that parallel processing perfect for huge databases.

Of course! if they want to take marketshare from the Teradata / Analyticals market, it makes perfect sense to go down this route
Flibblebot 8th October 2010, 16:33 Quote
Oracle bought Hyperion a couple of years back, so data warehousing/analytics is definitely something they're targeting.
memeroot 8th October 2010, 16:53 Quote
Hyperion is a piece of s**t (or the bits I've seen and used) and OBI is replacing it (I thought)

Teradata is a tiny market (in comparison to oracle) for BI... though I loooove Teradata and use it at home for testing.

"Oracle only have one real competitor in the marketplace (SAP)"
http://www.oracle.com/us/solutions/ocom-oracle-sap-umbrella-171082.html

competitor in on sense on one (small) product - partner overall.

"think of all that parallel processing perfect for huge databases"
datawarehouses are IO constrained.

there were a tonne of specialist DW databases but none has hit market share - managers trust oracle (doh!)
steveo_mcg 8th October 2010, 22:53 Quote
As the saying went "You don't get fired for buying big blue"
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