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Message: Qualcomm May Acquire AMD: This Could Trigger Significant Upside For Both Stocks
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http://seekingalpha.com/article/3278115-qualcomm-may-acquire-amd-this-could-trigger-significant-upside-for-both-stocks?ifp=0


Qualcomm May Acquire AMD: This Could Trigger Significant Upside For Both Stocks

Jun. 23, 2015 12:17 PM ET | 79 comments | About: Advanced Micro Devices, Inc. (AMD), QCOM, Includes: INTC, NVDA

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)

Summary

  • AMD denies Reuters report.
  • A spin-off or divestiture of the server business will generate substantial value for AMD shareholders.
  • Steve Mollenkopf (CEO of Qualcomm) mentioned that he's interested in M&A particularly in the server space to gain competencies and scale.
  • Therefore, Qualcomm may be mulling a buyout of AMD.
  • Qualcomm can generate significant accretion from this type of deal, as it strategically positions Qualcomm to counter Intel across mobile, CPUs, graphics, and servers.
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