Here's how AMD could stand to benefit from Xilinx

Stacy Rasgon of Bernstein and Patrick Moorhead of Moor Insights and Strategy join "Squawk Alley" to discuss reports of AMD's talks to acquire Xilinx. I don't think it's that hard to construct a reasonable strategic thesis here, says Rasgon. It expands AMD's efforts in a number of areas, and there may be a defensive angle to this, as well. On the surface, this deal isn't as crazy as it looks.
Fri, Oct 9 20201:14 PM EDT

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