Is now a good time to buy ATi stock?

[kemosabe]

Keep in mind ... IBM is with Nvidia now .. and IBM has unlimited funds ... and IBM said .. they are going to take back the speed crown .. nothing less.. So you can expect something really impressive from Nvidia ..

And we'll see if the canadians (ATI) still rules the gaming market !

RainZ

IBM can say what it likes, the fact is their foundry business still has the lowest success rates and poorest yields on more advanced processes, and they still haven't delivered low-k despite reports of their alleged superiority a couple of years ago. Even NVDA has scurried back to TSMC for the lion's share of its silicon production.

 

[T2k]

Keep in mind ... IBM is with Nvidia now .. and IBM has unlimited funds ... and IBM said .. they are going to take back the speed crown .. nothing less.. So you can expect something really impressive from Nvidia ..

And we'll see if the canadians (ATI) still rules the gaming market !

RainZ

IBM can say what it likes, the fact is their foundry business still has the lowest success rates and poorest yields on more advanced processes, and they still haven't delivered low-k despite reports of their alleged superiority a couple of years ago. Even NVDA has scurried back to TSMC for the lion's share of its silicon production.

Exactly. IBM Microelectronics lags well behind TSMC since years, int terms of yield, in terms of technology, in terms of prices, everything.

 

[Richthofen]

IBM can say what it likes, the fact is their foundry business still has the lowest success rates and poorest yields on more advanced processes, and they still haven't delivered low-k despite reports of their alleged superiority a couple of years ago.

well they haven't delivered low-k but they have SOI which is working quite nice. Take a look @ AMD. Who do you think did help AMD with it

Even NVDA has scurried back to TSMC for the lion's share of its silicon production.

Nvidia never planned to shift major gpu orders to IBM. You are getting something wrong here. IBM is seen as an alternative mostly for high end GPUs. NV36 was simply a test run for Nvidia @ a new fab. IBM' fab capacity is not big enough to take care of high volume products like NV34 and Nvidia knew and still knows that. You are completly missing the point with the IBM deal.

Exactly. IBM Microelectronics lags well behind TSMC since years, int terms of yield, in terms of technology, in terms of prices, everything.

How do you know anything about pricing concerning the IBM and Nvidia deal?
Well you don't. The only thing i know is that since the introduction of NV36 Nvidia's margins went up and that they pay per working die @IBM and not per wafer.

 

[rainz]

Keep in mind ... IBM is with Nvidia now .. and IBM has unlimited funds ... and IBM said .. they are going to take back the speed crown .. nothing less.. So you can expect something really impressive from Nvidia ..

And we'll see if the canadians (ATI) still rules the gaming market !

RainZ

Uhm, aren't you from Canada? :|

I'm from Canada .. Cant you read Dig ?

RainZ

 

[PatrickL]

Québec is still in Canada ?

 

[kemosabe]

Nvidia never planned to shift major gpu orders to IBM. You are getting something wrong here. IBM is seen as an alternative mostly for high end GPUs. NV36 was simply a test run for Nvidia @ a new fab. IBM' fab capacity is not big enough to take care of high volume products like NV34 and Nvidia knew and still knows that. You are completly missing the point with the IBM deal.

Well, I can pull out a half dozen industry reports published at the time NVDA and IBM announced their deal, and how much of a fuss executives from both companies made about it. TSMC's stock even took a hit at the time, and the general consensus was that NVDA was poised to make IBM its main foundry for high-end designs. That kind of relationship certainly hasn't materialized yet, and not because NVDA didn't want it to.

How do you know anything about pricing concerning the IBM and Nvidia deal?
Well you don't. The only thing i know is that since the introduction of NV36 Nvidia's margins went up and that they pay per working die @IBM and not per wafer.

I beg to differ - those margins are still in the cellar compared to historic levels and not significantly better than previous quarters. I've listened to every conference call for the last two years and nothing has suggested an increase in margins related to any recent product launch. They are naturally expecting better margins with the NV4X family. In the last quarter, they went out of their way to decrease costs (even closed the offices for a couple of weeks during the holidays), in addition to that phenomenal income tax rate of 8%, in order to make the earnings numbers look decent. If the NV36 was having such a positive impact, why did they release the 5900XT which is essentially cannibalizing 5700 Ultra sales?

 

[kemosabe]

Québec is still in Canada ?

Don't get me started on that topic!