A Sideways Look at Graphics IHVs IP Strength

Discussion in 'Graphics and Semiconductor Industry' started by Geo, Aug 24, 2006.

  1. Geo

    Geo Mostly Harmless
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    http://www.ipiq.com/downloads/ipIQ_Investment Perspective_20060821.pdf

    Sideways, because it's in the context of the AMD vs Intel fight, tho has wider interest.

    There are a bunch of quotes I could pluck from here, but I don't want to steal their whole report.

    So, a sample one:

    And just in case you think NV gets no love at all:

     
  2. trinibwoy

    trinibwoy Meh
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    Interesting stuff. Wish they explained how they derived the CII and TCT - they seem more than a bit vague. I also don't get the connection between Moore's law and the Science Linkage index. Does that mean you get points for higher transistor counts?
     
  3. _xxx_

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    Could anyone fill me in on Broadcom? I thought they were just making network adapters, never knew they were this "fat" :oops:
     
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