ATI\AMD Tin Foil Hat Theory

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thilanliyan

Lifer
Jun 21, 2005
12,065
2,278
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Originally posted by: ElFenix
i'm still trying to figure out why everyone is assuming ati will leave the discrete graphics industry. it looks like they'd be the most profitable unit at AMD, given those numbers just posted and the fact that amd is going to have to slash margins with conroe around. the graphics margins they could maintain (improve, actually, given their fabbing expertise).

here's what amd will be able to offer: the processor, the chipset with or without integrated graphics, and a discrete graphics card, all in one package. that's better than intel. why they would want to get rid of one of their advantages over intel is beyond me.

not to mention the fact that they'll probably want part of the xbox720/ps4/nintendo evolution market, which will require them to continue investing in the highend graphics sector. why wouldn't they want to leverage that into discrete graphics? (ati did, and it got them the 9700 pro)

seems like the rumors are being started by nvidiots trying to proclaim victory in some childish form.

I hope you're right. It'll suck if there's only one player in the high end GPU race. From what I've read I get the same impression as you but I'm wondering is if they'll continue to make high end GPUs after say 2 years.
 

beggerking

Golden Member
Jan 15, 2006
1,703
0
0
will Intel be in trouble if they don't have crossfire/SLI supported in all future intel chipsets?
 

Pugnate

Senior member
Jun 25, 2006
690
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Why the hell do you lot think ATI won't continue to release GPUs. Trust me, not much will change. We will still get badass radeons.
 

WelshBloke

Lifer
Jan 12, 2005
33,263
11,400
136
Originally posted by: beggerking
will Intel be in trouble if they don't have crossfire/SLI supported in all future intel chipsets?


I wouldnt have thought Intel really give a sh!t about the very high end gaming rigs.

 

Gamingphreek

Lifer
Mar 31, 2003
11,679
0
81
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin
 

Wreckage

Banned
Jul 1, 2005
5,529
0
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Originally posted by: Pugnate
Why the hell do you lot think ATI won't continue to release GPUs. Trust me, not much will change. We will still get badass radeons.

So you think AMD bought ATI just to have a place to visit in Canada?

AMD bought ATI to have it's engineers and technology integrated into AMD products. They also had to take out a $2.5 billion loan. Parts of ATI (that AMD does not want) will be sold to cover that loan. I don't see how ATI people are going to work on both ATI and AMD products.
 

Zstream

Diamond Member
Oct 24, 2005
3,395
277
136
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Why would Intel even try to buy Nvidia? They can do more then Nvidia, have the money/engineers/fabs to make just as good GPU's. I think you are all mistaken.

It will be a fight between Nvidia - Amd - Intel Intel will grab S3 and then nvidia will not have any mobile market, very little device usage and will stick to high end GPU's until they croak.
 

GTaudiophile

Lifer
Oct 24, 2000
29,767
33
81
If ATI gets fvcked by AMD, you nVidiots have lost everything too. Think about where we've gone since the Radeon 9700 PRO? Monopolies suck!
 

mwmorph

Diamond Member
Dec 27, 2004
8,877
1
81
Originally posted by: GTaudiophile
If ATI gets fvcked by AMD, you nVidiots have lost everything too. Think about where we've gone since the Radeon 9700 PRO? Monopolies suck!

Hes right, if ATI goes, We'll have the situation we have in the sound card industry. All hail the Nvidia Labs Video Blaster.

Tech advancement will stand still since there is no incentive and instead we'll jsut get pushed out "new" cards on the sam old chipset for close to a decade before we get a new chip(like how Soundblaster Live and all the way up to the Audigy2 used the same chip. Hell some drivers for different cards were interchangeable in the Creative sound card line.

Be prepared to be stuck with the equalivinent of todays performance and tech if ATI goes the way of the dodo and no other companies step up to the plate.
 

5150Joker

Diamond Member
Feb 6, 2002
5,549
0
71
www.techinferno.com
After reading some interviews from ATi/AMD personnel I'm beginning to feel a bit less reticent about this deal with a more optimistic outlook; ATi discrete high end GPUs will continue to be produced for at least 2-3 years at 3rd party fabs until AMD builds up enough net capacity to build the high end GPUs in their own fabs. From the top down, ATi/AMD motherboard + CGPU solutions will cover the notebook market, desktop market server market and hand held market.

I think in the long term ATi will benefit immensely from this deal having AMDs resources, fabs and engineering talent at their disposal and vice versa. I think Intel will respond in the short term by getting closer with nVidia until they ramp up their own graphics unit some more and then kick nVidia to the curb. I'm still inclined to think that sooner or later Microsoft will gobble up nVidia to use as their design team for handhelds and consoles so in the end we will be left with Intel vs AMD for the entire PC platform. If MS doesn't purchase nVidia, then nVidia will be forced to produce their own CPU in order to compete and I don't see that happening --maybe they can make a really low end CPU for handheld devices and such but nothing on the level AMD/Intel can make. Regardless, there will always be a market for high end discrete solutions so nVidia will always have a market for itself though I bet it's chipset business will suffer if Intel steps up in the GPU arena.

So despite the brave facade nVidia executives are putting on, I think deep down they must be very worried because now they're left out in the cold in the long term unless someone purchases them or they miraculously produce their own CPU's and fabs which seems unlikely. This was a very brazen move by both ATi and AMD and I think it will ultimately pay off with AMD/ATi becoming a much stronger and diverse entity.
 

Rock Hydra

Diamond Member
Dec 13, 2004
6,466
1
0

WelshBloke

Lifer
Jan 12, 2005
33,263
11,400
136
Originally posted by: Zstream
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Why would Intel even try to buy Nvidia? They can do more then Nvidia, have the money/engineers/fabs to make just as good GPU's. I think you are all mistaken.

It will be a fight between Nvidia - Amd - Intel Intel will grab S3 and then nvidia will not have any mobile market, very little device usage and will stick to high end GPU's until they croak.


Thats the way I see it (without the S3 part)


Sad day :(
 

Wreckage

Banned
Jul 1, 2005
5,529
0
0
Originally posted by: josh6079
This said some interseting things: Click

Nothing too surprising there. I wonder if the announcement that Intel already had a DirectX 10 part ready to go pushed AMD any.
 

jasonja

Golden Member
Feb 22, 2001
1,864
0
0
Originally posted by: WelshBloke
Originally posted by: Zstream
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Why would Intel even try to buy Nvidia? They can do more then Nvidia, have the money/engineers/fabs to make just as good GPU's. I think you are all mistaken.

It will be a fight between Nvidia - Amd - Intel Intel will grab S3 and then nvidia will not have any mobile market, very little device usage and will stick to high end GPU's until they croak.


Thats the way I see it (without the S3 part)


Sad day :(


S3 was gobbled up by VIA like 6 years ago. They already make CPU's, chipsets and graphics. I don't think Intel gains anything by buying VIA so I doubt that happens. The leaders can't focus on Highend only... it doesn't support a buisness... just look at 3dfx.
 

Keysplayr

Elite Member
Jan 16, 2003
21,219
55
91
Originally posted by: Zstream
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Why would Intel even try to buy Nvidia? They can do more then Nvidia, have the money/engineers/fabs to make just as good GPU's. I think you are all mistaken.

It will be a fight between Nvidia - Amd - Intel Intel will grab S3 and then nvidia will not have any mobile market, very little device usage and will stick to high end GPU's until they croak.

Or, nvidia may now have the freedom to develop a CPU of their own. Hell, they already have graphics and chipsets nailed. What is the next logical step?

 

ArchAngel777

Diamond Member
Dec 24, 2000
5,223
61
91
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Much larger?

ATi Market Capital is 5.05 Billion

nVidia Market Capital is 7.67 Billion

Intel Market Capitcal is 105.29 Billion

AMD Market Capital is 8.97 Billion

It would be much easier for Intel to acquire nVidia than for AMD To have acquired ATi financially.

 

Wreckage

Banned
Jul 1, 2005
5,529
0
0
Originally posted by: ArchAngel777
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Much larger?

ATi Market Capital is 5.05 Billion

nVidia Market Capital is 7.67 Billion

Intel Market Capitcal is 105.29 Billion

AMD Market Capital is 8.97 Billion

It would be much easier for Intel to acquire nVidia than for AMD To have acquired ATi financially.

Intel could buy NVIDIA and AMD+ATI at lunch today if they wanted to. Intel would never need to buy NVIDIA as they could just enter into a technology agreement with NVIDIA and get what they need. Just like Sony did.

So far NVIDIA looks to benefit from this deal, however it will be next year or later before we even start to see changes in the field.
 

5150Joker

Diamond Member
Feb 6, 2002
5,549
0
71
www.techinferno.com
Originally posted by: ArchAngel777
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Much larger?

ATi Market Capital is 5.05 Billion

nVidia Market Capital is 7.67 Billion

Intel Market Capitcal is 105.29 Billion

AMD Market Capital is 8.97 Billion

It would be much easier for Intel to acquire nVidia than for AMD To have acquired ATi financially.


Wow talk about a huge disparity. I'm surprised investors haven't been throwing money hats at AMD the past few years since they've been kicking Intel's ass. You'd think investors would've wanted to see AMD's fab capacity expand as quickly as possible. What's IBM's market capital and how many fabs do they got?

 

ArchAngel777

Diamond Member
Dec 24, 2000
5,223
61
91
Originally posted by: 5150Joker
Originally posted by: ArchAngel777
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Much larger?

ATi Market Capital is 5.05 Billion

nVidia Market Capital is 7.67 Billion

Intel Market Capitcal is 105.29 Billion

AMD Market Capital is 8.97 Billion

It would be much easier for Intel to acquire nVidia than for AMD To have acquired ATi financially.


Wow talk about a huge disparity. I'm surprised investors haven't been throwing money hats at AMD the past few years since they've been kicking Intel's ass. You'd think investors would've wanted to see AMD's fab capacity expand as quickly as possible. What's IBM's market capital and how many fabs do they got?

IBM is roughly 120 Billion, just a tinge bigger than Intel. No idea on how many fabs, and AMD, which is doing decent, still does not have great profit margins.

 

5150Joker

Diamond Member
Feb 6, 2002
5,549
0
71
www.techinferno.com
Originally posted by: ArchAngel777
Originally posted by: 5150Joker
Originally posted by: ArchAngel777
Originally posted by: Gamingphreek
I have some thoughts but i dont want to hijack this guys thread.

However, for all of you saying the Nvidia is merely going to be bought by Intel; you are sorely mistaken. Nvidia is MUCH larger than ATI is. Not saying Intel couldn't afford it (They may be able to) but Nvidia will come at a MUCH MUCH higher price than ATI.

-Kevin

Much larger?

ATi Market Capital is 5.05 Billion

nVidia Market Capital is 7.67 Billion

Intel Market Capitcal is 105.29 Billion

AMD Market Capital is 8.97 Billion

It would be much easier for Intel to acquire nVidia than for AMD To have acquired ATi financially.


Wow talk about a huge disparity. I'm surprised investors haven't been throwing money hats at AMD the past few years since they've been kicking Intel's ass. You'd think investors would've wanted to see AMD's fab capacity expand as quickly as possible. What's IBM's market capital and how many fabs do they got?

IBM is roughly 120 Billion, just a tinge bigger than Intel. No idea on how many fabs, and AMD, which is doing decent, still does not have great profit margins.



I wonder why IBM isn't jumping into the desktop/notebook market? Seems they have the technology to do it. I wonder if Cell could be used on a PC with a modified copy of Windows?