itwbennett writes: Steve Casselman at Seeking Alpha was among the first to suggest that Xilinx should buy AMD because, among other reasons, it 'would let Xilinx get in on the x86 + FPGA fabric tsunami.' The trouble with this, however, is that 'AMD's server position is minuscule.... While x86 has 73% of the server market, Intel owns virtually all of it,' writes Andy Patrizio. At the same time, 'once Intel is in possession of the Altera product line, it will be able to cheaply produce the chip and drop the price, drastically undercutting Xilinx,' says Patrizio. And, he adds, buying AMD wouldn't give Xilinx the same sort of advantage 'since AMD is fabless.'
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