It certainly would be a bold move – and say what you like about Larry Ellison – he’s got gumption in bucketloads. AMD isn’t a real man any more – it doesn’t have fabs, so the deal wouldn’t put that particular albatross around Larry’s gullet.
In fact, Oracle buying AMD would galvanise the entire industry and throw it into a state of confusion.
The only real man in the X86 semiconductor business is Intel, and we can’t imagine those guys would be entranced by the prospect of competing with Oracle. Oracle has just got so much software and other stuff in its stack – while Intel, for reasons that still puzzle us – has, er, McAfee.
AMD’s share price on the NYSE closed at $6.94 last night; Oracle’s at $27; and Intel’s at $18.92.