Joe DeFuria said:
Indeed, and not very good news for nVidia. Man, if ATI manages to successfully pull of X-Box, GameCube...AND continue PC technology leadership.....
Besides basic fanperson mentality, how is this not good for nVidia? What good did XBox bring them? Lets see how ATI fares after this whole ordeal, my first thought is that this is a good day for Sony and nVidia (independently of course).
There is only
N resources available for IC design at a given company.
N resources, due to that whole casuality thing, can only go so far... in so many horizontal directions. Either Sony or nVidia will gain an upperhand by this*. History and proboblility seem to dictate that both will benefit due to negative externalities stemming from said labor ineffeciencies.
Eitherway this complicates the pictures and if I was an investor I would be weary of the prospects from concurrent console development with the PC front facing a resurgence nVidia. Not to mention the legalities (and their repercussions) of said contracts.
As I said before, this is a free get out of jail card for one of these companies... but as I recognize the savoir-faire surrounding ATI, I'll shut up before I get all the loons arguing against me.
* This "upperhand" is defined as the direct result of manpower shifting and the resulting [negaitve] externalities. Either the PC sector will have a normalized loss due to resources shifted external from the group (eg. The
Strong-XBox scenario) or the XBox will suffer due to ATI's keeping of resources on the PC sector with the XBox as a minimalist extention of this (
Weak-XBox scenario.