ATI\AMD Tin Foil Hat Theory

[CP5670]

Originally posted by: Wreckage
More "proof"
LINK

This also caught my eye:

"Meantime, Nvidia is prepping to deliver a new high-end graphics chip later this year that company executives herald as the biggest leap forward in nearly a decade."

Is that just marketing fluff or is there something to it?

 

[Cookie Monster]

Originally posted by: CP5670

Originally posted by: Wreckage
More "proof"
LINK

This also caught my eye:

"Meantime, Nvidia is prepping to deliver a new high-end graphics chip later this year that company executives herald as the biggest leap forward in nearly a decade."

Is that just marketing fluff or is there something to it?

Over half a billion transistors straight from the horse's mouth. 80nm, and according to some B3D members, it could be around 300mm^2 big. New AA engine, and alot of new patents from NV regarding all sorts of stuff.

G80/NV50 is a mystery.. if your interested read the discussion going at B3D. Very interesting.

 

[Modular]

Originally posted by: WelshBloke
'On the other hand, our relationship with Intel is going to become much more intimate than before.'

Thats never a good position to be in.

Considering Conroe is due out in a few weeks, it's a damn good position to be in.

 

[Wreckage]

Originally posted by: Cookie Monster

Originally posted by: CP5670

Originally posted by: Wreckage
More "proof"
LINK

This also caught my eye:

"Meantime, Nvidia is prepping to deliver a new high-end graphics chip later this year that company executives herald as the biggest leap forward in nearly a decade."

Is that just marketing fluff or is there something to it?

Over half a billion transistors straight from the horse's mouth. 80nm, and according to some B3D members, it could be around 300mm^2 big. New AA engine, and alot of new patents from NV regarding all sorts of stuff.

G80/NV50 is a mystery.. if your interested read the discussion going at B3D. Very interesting.

I was looking forward to the G80 vs R600 battle. Now I am wondering if the battle has already been decided in a boardroom.

 

[Cookie Monster]

Originally posted by: Wreckage

Originally posted by: Cookie Monster

Originally posted by: CP5670

Originally posted by: Wreckage
More "proof"
LINK

This also caught my eye:

"Meantime, Nvidia is prepping to deliver a new high-end graphics chip later this year that company executives herald as the biggest leap forward in nearly a decade."

Is that just marketing fluff or is there something to it?

Over half a billion transistors straight from the horse's mouth. 80nm, and according to some B3D members, it could be around 300mm^2 big. New AA engine, and alot of new patents from NV regarding all sorts of stuff.

G80/NV50 is a mystery.. if your interested read the discussion going at B3D. Very interesting.

I was looking forward to the G80 vs R600 battle. Now I am wondering if the battle has already been decided in a boardroom.

R600 is going to be released. So is the R560/570 and the R580+. AMD is not going to just get rid of them. Would be stupid.

 

[Gstanfor]

Yes, Ati fans will have their R600, it's had too much R&D poured in to just throw away. I wouldn't expect much more in the discrete GPU field after that though. I can already see a decade from now discussions about R600 and how good it was and everything after was rubbish, just like the ones about Voodoo5 & rampage...

 

[videoclone]

But is AMD going to let ATI make the R680 or R700 ?? ^_^ or does hte buck stop there and ATi fade away into AMD's bosom.

 

[josh6079]

So is this a buy out, or a merger? Is ATI going to be left intact but exist as a sort of sub-department or is it going to transcend into AMD as a whole?

 

[AnandThenMan]

"Meantime, Nvidia is prepping to deliver a new high-end graphics chip later this year that company executives herald as the biggest leap forward in nearly a decade."

Wow. This must be true, NVDA would never, ever exaggerate anything.

(did NVIDIA hire a few Sony spin writers or something?)

 

[pakigang]

ati graphic being used in Xbox 360, Wii & some mobiles. what about that??

 

[Gstanfor]

Thats a revenue stream for AMD now.

 

[Nightmare225]

Originally posted by: CP5670

Originally posted by: Wreckage
More "proof"
LINK

This also caught my eye:

"Meantime, Nvidia is prepping to deliver a new high-end graphics chip later this year that company executives herald as the biggest leap forward in nearly a decade."

Is that just marketing fluff or is there something to it?

Uh-oh. :Q

 

[Lonyo]

Originally posted by: josh6079
So is this a buy out, or a merger? Is ATI going to be left intact but exist as a sort of sub-department or is it going to transcend into AMD as a whole?

Dave Orton is going to continue to head ATi, with offices still in Canada, but will report to Ruiz of AMD.
The directors board of AMD will have 2 ATi directors added to it.

 

[Janooo]

The ATI GPU know how is too good to be scrapped or sold. ATI is profitable; why would AMD get rid of it? The fight for the GPU market share will be between Intel and AMD

 

[Nightmare225]

You mean NVIDIA and AMD I doubt that NVIDIA will allow itself to be bought.

 

[Lonyo]

Originally posted by: Janooo
The ATI GPU know how is too good to be scrapped or sold. ATI is profitable; why would AMD get rid of it? The fight for the GPU market share will be between Intel and AMD

Sales 2.31 Bil
Income -33.90 Mil
Net Profit Margin -1.50%

 

[blckgrffn]

Originally posted by: WelshBloke
'On the other hand, our relationship with Intel is going to become much more intimate than before.'

Thats never a good position to be in.

LOL, that seems like a uncomfortable one that also requires KY lube...



*I am a doubter that ATI/AMD will pull out of discrete graphics anytime soon. So ATI lost 30 million, see taht 2.31 BILLION in revenue? Who knows what debts they are paying, etc. High revenue keeps that $2.5 billion loan from being so scary and the bankers more comfortable. I have no idea how everyone seems to read this as the end of ATI... :Q

 

[DAPUNISHER]

AMD's partnership with Chartered Semiconductor, and their plans to use FAB30 for something other than their own CPUs, could be where ATI comes in. AMD is evidently going to build another FAB right here in the U.S. in New York too.

New York government officials proposed a $1 billion package of incentives to lure AMD to the state

It could potentially be running by 2010.

Producing their own platforms, CPUs, GPUs, chipsets, would have some advantages, given they have the fab capacity, and all indications are they will. These things take time, but instead of it leaving nV a clear playing field, why couldn't it mean 3-5yrs from now, they are fighting hard to keep market share in the 3D workstation, handheld, and chipset arenas?

 

[thilanliyan]

Originally posted by: Lonyo

Originally posted by: Janooo
The ATI GPU know how is too good to be scrapped or sold. ATI is profitable; why would AMD get rid of it? The fight for the GPU market share will be between Intel and AMD

Sales 2.31 Bil
Income -33.90 Mil
Net Profit Margin -1.50%

Actually there was a net INCOME of 32million in the last quarter. Where did you get the net loss number??

 

[Janooo]

Originally posted by: Lonyo

Originally posted by: Janooo
The ATI GPU know how is too good to be scrapped or sold. ATI is profitable; why would AMD get rid of it? The fight for the GPU market share will be between Intel and AMD

Sales 2.31 Bil
Income -33.90 Mil
Net Profit Margin -1.50%

From nasdaq; numbers are in 000's:

Period Ending: 8/31/2005 8/31/2004 8/31/2003 8/31/2002
Total Revenue $2,222,509 $1,996,717 $1,385,293 $1,021,722
Cost of Revenue $1,608,582 $1,299,597 $952,001 $686,210

Gross Profit $613,927 $697,120 $433,292 $335,512
Operating Expenses
Research and Development $327,017 $269,909 $212,976 $164,609
Sales, General and Admin. $250,664 $181,248 $161,824 $112,734
Non-Recurring Items $2,508 ($304) $28,724 $5,300
Other Operating Items $8,919 $6,115 $6,350 $88,781

Operating Income $24,819 $240,152 $23,418 ($35,912)
Add'l income/expense items $39,682 ($4,229) $4,476 $732
Earnings Before Interest and Tax $64,501 $235,923 $27,894 ($35,180)
Interest Expense $2,096 $2,058 $1,899 $659
Earnings Before Tax $62,405 $233,865 $25,995 ($35,839)
Income Tax $20,729 $45,824 $13,824 $9,077
Net Income-Cont. Operations $41,676 $188,041 $12,171 ($44,916)

Net Income $41,676 $188,041 $12,171 ($44,916)

Net Income Applicable to
Common Shareholders $41,676 $188,041 $12,171 ($44,916)

 

[josh6079]

Originally posted by: Janooo

Originally posted by: Lonyo

Originally posted by: Janooo
The ATI GPU know how is too good to be scrapped or sold. ATI is profitable; why would AMD get rid of it? The fight for the GPU market share will be between Intel and AMD

Sales 2.31 Bil
Income -33.90 Mil
Net Profit Margin -1.50%

From nasdaq; numbers are in 000's:

Period Ending: 8/31/2005 8/31/2004 8/31/2003 8/31/2002
Total Revenue $2,222,509 $1,996,717 $1,385,293 $1,021,722
Cost of Revenue $1,608,582 $1,299,597 $952,001 $686,210

Gross Profit $613,927 $697,120 $433,292 $335,512
Operating Expenses
Research and Development $327,017 $269,909 $212,976 $164,609
Sales, General and Admin. $250,664 $181,248 $161,824 $112,734
Non-Recurring Items $2,508 ($304) $28,724 $5,300
Other Operating Items $8,919 $6,115 $6,350 $88,781

Operating Income $24,819 $240,152 $23,418 ($35,912)
Add'l income/expense items $39,682 ($4,229) $4,476 $732
Earnings Before Interest and Tax $64,501 $235,923 $27,894 ($35,180)
Interest Expense $2,096 $2,058 $1,899 $659
Earnings Before Tax $62,405 $233,865 $25,995 ($35,839)
Income Tax $20,729 $45,824 $13,824 $9,077
Net Income-Cont. Operations $41,676 $188,041 $12,171 ($44,916)

Net Income $41,676 $188,041 $12,171 ($44,916)

Net Income Applicable to
Common Shareholders $41,676 $188,041 $12,171 ($44,916)

Thanks for taking the time to post those numbers Janooo.

 

[WelshBloke]

Originally posted by: Modular

Originally posted by: WelshBloke
'On the other hand, our relationship with Intel is going to become much more intimate than before.'

Thats never a good position to be in.

Considering Conroe is due out in a few weeks, it's a damn good position to be in.

Well my statment was more of a joke than to be taken seriously.

But how many chipsets for Intel do NV sell compared to chipsets for AMD?

 

[A554SS1N]

Originally posted by: Cookie Monster
Dont forget companies like XGI and S3..



The recent course of events is like hell freezing over.

I was thinking just the same!

 

[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.

 

[Drayvn]

AMD sells of the R600 to nVidia.

Instead of the G80 we thought we would get nVidia brings out the GR680!