By Sylvie Barak
08 October 2008, 8:37 AM

WE ASKED SOME analysts and industry insiders for their reaction to news of the AMD split and here is a very quick look at some of what they had to say. David Kanter from Real World technologies: “AMD's move to separate manufacturing and design is not 'bad' per se…

Fundamentally, this was a change that needed to happen, since AMD's business model and current state cannot support capital intense activities like building a new fab every year”. Referring to the newly formed Foundry Company, he added, "I'm sort of baffled they didn't come up with a better name though".

Mercury Research’s Dean McCarron noted: It is entirely possible that Nvidia might look into getting chips made at The Foundry inc. We will have to wait and see how much capacity is available and what it costs, But I would imagine that a number of companies would consider using them.

Nathan Brookwood from Insight 64 commented on the oil money being funneled into AMD by the Abu Dhabi investment funds noting, “Willie Horton once said he robbed banks because 'that’s where the money is'. Today the Arabs have a lot of money to invest, thanks to the US's dysfunctional energy policy. They can afford to be 'patient investors', and don’t need to worry about AMD’s Q4 results. I wonder if I could talk them into taking an equity position in Insight 64.”