Now the latest rumor is AMD buying ATi

[jiffylube1024]

Originally posted by: GTaudiophile
You people looking at ATI in terms of chipsets and add-on graphics cards are missing like half of the big picture. ATI dominates NVDA big time in both the laptop (Radeon Mobility) and cellphone (IMAGEON) markets! Yes, ATI is lacking in the motherboard and SLI departments, but I bet otherwise the companies are pretty even. Oh, and lets not forget XB360 and Wii. Together, ATI will probably sell 4x the GPUs as NVDA will through the $700 PS3. And with $500 of that going towards Blu-Ray, one has to wonder how much money NVDA will get for their GPUs.

ATI and Intel already have a pretty close business relationship. ATI aleady supplies them with chipsets. I personally would rather see that merger happen. Of course this scares the sh!t out of nVidiots, hence why they'll hope for an AMD takeover.

Exactly. Nintendo is poised to have a breakout Christmas, and Sony won't even be a player in the next gen console war until 2007, meaning this Christmas will be an ATI powered GPU (Xbox360) vs an ATI powered GPU (Wii).

And the PS3 is doing god-awful in polls of potential sales, where its $500+ pricetag is proving to make it very prohibitive. If PS3 is going to sell near the pace of the PS2 or PS1, it's not going to do so until 2008, when the price on the console drops from launch. And Sony may not be able to drop the price close to the Xbox360 until 65nm goes online in mid 2008 (at the earliest).

 

[BenSkywalker]

Exactly. Nintendo is poised to have a breakout Christmas, and Sony won't even be a player in the next gen console war until 2007, meaning this Christmas will be an ATI powered GPU (Xbox360) vs an ATI powered GPU (Wii).

Sony and Nintendo will both be sold out this year without question. Which company is able to produce more will determine who ends up in the lead between the two of them.

And the PS3 is doing god-awful in polls of potential sales, where its $500+ pricetag is proving to make it very prohibitive.

Actually it isn't for launch. The ~10% of people who are fine paying the $600 asking price represent some 16 million users- that is close to four times what MS currently has for an installed base for the 360. The incredibly high price will hold for Sony for some time- and they will still be supply limited.

If PS3 is going to sell near the pace of the PS2 or PS1, it's not going to do so until 2008, when the price on the console drops from launch.

I say it easily outsells the PS1 and PS2 during its launch period- by a large margin. Neither platform did well in ramping up an installed base quickly- both of them took hold a couple years after launch which is typical in the console business.

And Sony may not be able to drop the price close to the Xbox360 until 65nm goes online in mid 2008 (at the earliest).

65nm is sampling now at Sony's fab- they will have it ramped well before '08.

 

[Kalessian]

Wow, with all the business knowledge you guys have it's no wonder any of you even work for a living. If I knew that much I'd just play at stocks every other week or so, too.

 

[josh6079]

Originally posted by: Kalessian
Wow, with all the business knowledge you guys have it's no wonder any of you even work for a living. If I knew that much I'd just play at stocks every other week or so, too.

I wouldn't. Most people seem to be speculating right now.

 

[Munky]

Originally posted by: Wreckage

Originally posted by: munky
A K8 on a Via chipset would still beat the crap out of a P4 on a Nvidia chipset.

What about Conroe and NForce5?

Anyways. I see not benefit in either AMD or Intel picking up a graphics company.

If the Conroe performs as well as it's hyped up to be, it will beat out a K8 on any half-decent chipset. My point was the performance advantage on a cpu lies mostly in the cpu itself, not what chipset it's running on.

 

[akugami]

I always found market cap to be a poor indicator of a company's worth. Basically it's just what investors value the available stocks at. As much as I think both ATI and nVidia have various strengths and weaknesses, I don't believe nVidia makes enough profits and have enough intellectual property to warrant a market cap of twice ATI's.

The link below is to an old article but it kind of illustrates what I mean. Obviously the prices quoted in the short article linked are hopelessly out of date as it was written in 2003.

http://www.fool.com/foolu/askfoolu/2003/askfoolu030716.htm

 

[BenSkywalker]

I always found market cap to be a poor indicator of a company's worth.

You realize that a market cap is exactly a company's worth by definition?

As much as I think both ATI and nVidia have various strengths and weaknesses, I don't believe nVidia makes enough profits and have enough intellectual property to warrant a market cap of twice ATI's.

The market does, which is why it is the way it is.

 

[DeathReborn]

Originally posted by: munky
As far as AMD chipsets go, the latest from Ati and Nvidia are basically on par in terms of performance and features, so it's not like AMD would be better off with one over the other. And ppl are giving Nvidia way too much credit for the success of AMD these past few years. A K8 on a Via chipset would still beat the crap out of a P4 on a Nvidia chipset.

While the chipsets are very similar on features the nForce5 just edges it.

ATI v ULI v nV Chipset Features

Would a K8 on a Via chipset beat a Conroe on a nV chipset? Not likely. Don't get me wrong, I like Via as their KT600 & KT880 chipsets have both been running quite well here.

 

[Praxis1452]

Originally posted by: DeathReborn

Originally posted by: munky
As far as AMD chipsets go, the latest from Ati and Nvidia are basically on par in terms of performance and features, so it's not like AMD would be better off with one over the other. And ppl are giving Nvidia way too much credit for the success of AMD these past few years. A K8 on a Via chipset would still beat the crap out of a P4 on a Nvidia chipset.

While the chipsets are very similar on features the nForce5 just edges it.

ATI v ULI v nV Chipset Features

Would a K8 on a Via chipset beat a Conroe on a nV chipset? Not likely. Don't get me wrong, I like Via as their KT600 & KT880 chipsets have both been running quite well here.

No he said a p4... the conroe is not a p4... so your point is invalid.

 

[DeathReborn]

Originally posted by: Praxis1452

Originally posted by: DeathReborn

Originally posted by: munky
As far as AMD chipsets go, the latest from Ati and Nvidia are basically on par in terms of performance and features, so it's not like AMD would be better off with one over the other. And ppl are giving Nvidia way too much credit for the success of AMD these past few years. A K8 on a Via chipset would still beat the crap out of a P4 on a Nvidia chipset.

While the chipsets are very similar on features the nForce5 just edges it.

ATI v ULI v nV Chipset Features

Would a K8 on a Via chipset beat a Conroe on a nV chipset? Not likely. Don't get me wrong, I like Via as their KT600 & KT880 chipsets have both been running quite well here.

No he said a p4... the conroe is not a p4... so your point is invalid.

Conroe is going toe to toe with K8 in July and both feature short pipelines making it valid. The point is moot anyway, what with this coming out: http://www.digitimes.com/news/a20060602A7034.html

 

[Cookie Monster]

I agree that the nforce5 chipset edges the competition in features and maybe slight more performance boost.

 

[RajunCajun]

Possible Update?!?!

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[CP5670]

whoa, so this is actually true?

AMD X1900XTX doesn't sound quite right.

 

[5150Joker]

Originally posted by: RajunCajun
Possible Update?!?!

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I think the Chinese website is spreading rumors or it misinterpreted earlier rumors as fact. ATi already firmly denied any talks of being bought out by AMD after this rumor originally floated.

 

[RobertR1]

As Geo pointed out in his Ati Conf call highlights, Orton was praising Intel up and down and how well Conroe works with Ati cards. I wouldn't look into this too much.

 

[ZimZum]

Originally posted by: RobertR1
As Geo pointed out in his Ati Conf call highlights, Orton was praising Intel up and down and how well Conroe works with Ati cards. I wouldn't look into this too much.

Yeah, they seem to be in pretty cozy with Intel at the moment.

 

[RajunCajun]

Update - looks more and more like this will happen very soon!

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[Nightmare225]

Thank god I'm going to get an Nvdia chip with an intel proc...

 

[akugami]

Originally posted by: RajunCajun
Update - looks more and more like this will happen very soon!

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Xbitlabs is reporting on a rumor. Take it with a grain of salt.

 

[Munky]

Yah, well next week you might hear a rumor of Intel buying out both Nv and Ati. Then again, you might not.

 

[Kalessian]

Well I hope something happens. It's been a little boring, a little change in corporations will stir things up.

 

[josh6079]

Originally posted by: Kalessian
Well I hope something happens. It's been a little boring, a little change in corporations will stir things up.

There is going to be a change I thought? I heard that DX10 competition is going to be split between S3, matrox, intel, Nvidia, and ATI?

 

[LittleNemoNES]

What benefits would either company extract?

 

[tuteja1986]

I don't get why ATI would want to be bought out from AMD because ATI has been sleeping with INTEL.

 

[TekDemon]

Originally posted by: tuteja1986
I don't get why ATI would want to be bought out from AMD because ATI has been sleeping with INTEL.

Yeah it might be weird that all the intel chipsets support Crossfire but this is now a CONFIRMED deal....

See Reuters article today here:
http://biz.yahoo.com/rb/060721/ati_amd.html?.v=2
http://us.ft.com/ftgateway/superpage.ft...0061945521654&referrer_id=yahoofinance