Sinatech: ATI/AMD Aquisition Agreement Reached: ATI facing a big shake-up

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lopri said:
I strongly doubt this is the case. You know, all the AMD fans are waiting for at this moment is the coming of K8L which is 65nm version of dual/quad-core K8. The reason why AMD doesn't have 65nm is not because they don't need it (while the outcome has been true to this until Conroe) but because AMD is not up there yet, be it financially or technically.
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INKster is correct as you mentioned.

AMD has alot more to loose if they loose focus on thier long term goal, the CPU market, Intel has a better product, which is not just a little better its way better then the currect x2's. Taking on 2 fronts in the CPU and GPU markets not to mention chipsets also, is not in thier best interest. Its kinda like Hitler in WW2, he didn't want to get the US involved in the War early, and it played out well until Japan scewed it all up.

This would be the same scenario if they buy out ATi and push on all sides, they don't have the resources to go up against Intel let alone Intel and nV and the other chipset compainies.

If this merger does happen, AMD will be in a good position to reinforce ATi's market share (but they won't be able to increase the GPU market share in the short term, and they will have a loss in what ATi has gained in the chipset side) but at the cost of loosing some CPU marketshare will undoutably happen anyways because of Intel's new cores. This is a long term project if the merger happens, nothing in the short term will change. The merger will be more about diversification into new markets for AMD and in a very long term projection solidification of those markets and then growth in those markets. The xbit article is a very good read, with the pro's and cons of such a merger.

On nV's relationship with AMD, they really won't have a relationship since AMD will have thier own very decent chipsets. But I don't think AMD will want to bar SLi, from thier CPU's either, also penetration of AMD's new chipsets will take time
 
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Jawed said:
What relationship :?:

Jawed
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AMD and Nvidia have worked closely on pushing the Nforce platform. AMD benefitted by having a stable, high performing, and trusted platform. Nvidia benefitted by capturing large marketshare in the AMD market.
 
chavvdarrr said:
but why?!
Rumour that AMD will buy ATi - AMD shares fall
In the end the truth that this is not going to happen willbe obvious... and AMD shares will fall (imho) again...
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Nvidia's stock price has dropped 13 points since early May. If the rumor had first appeared in early May rather than early June I'd suspect people are benefiting by shorting Nvidia stock. I'm not sure why they've dropped more than the market average over that time.
 
3dcgi said:
Nvidia's stock price has dropped 13 points since early May. If the rumor had first appeared in early May rather than early June I'd suspect people are benefiting by shorting Nvidia stock. I'm not sure why they've dropped more than the market average over that time.
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Its mostly due to weakness in the sector and the feds with rumors of inflation and intrest hikes, damn feds :D
 
INKster said:
"K8L" is NOT the quad-core 65nm version of the current K8.
"Brisbane" is a quad-core 65nm alright... but based on the current architecture.


"K8L" is a true evolution of the current designs, and it's long overdue ("K9" sounded bad, so they changed it :D).
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I figured it was more due to having so much momentum with the K8. They don't want to scare major corporations off with "new, untested technology", so they make it sound like it's the same chip as before, but suped up, that way the corporations don't have to be afraid that it might have unexpected glitches or something.
 
geo said:
But nAo. . not just "reliable". . . "extraordinarily reliable"! ZOMG. ;)
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LOL well at least he waited on this story and combined a few sources ;). so he can't be blamed if it doesn't come out true
 
There is a strong word on the street that the deal with AMD is "on". However, the question that we are now trying to answer is to find out what the deal entails, since it might not be a clear total acquisition and there might be another twist to this "rumour". Of course, more as we get it. Since AMD doesn't have the cash to buy ATI outright where would the money come from? Of course - they would have to ask their shareholders first to confirm the takeover/merger can take place. We are also wondering how NVIDIA are feeling today?
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Found on Hexus' front page.
 
I tend to be wary of acquisitions on such a large scale.
The restructuring costs a great deal of money, jobs and overall efficiency if it isn't done in a proper and timely fashion.
AMD isn't exactly "swimming" in a pool of money, either.

I wonder if Nvidia isn't actually smiling about having one less agile competitor in their core discrete GPU business (not to mention the Core 2 Duo and beyond enthusiast chipset market).
It's not like they'll leave ATI alone in the AMD market too.

We'll soon see, it seems.
 
What if they're going to announce some kind of technology/patents sharing agreement?
In the long term it seems both companies need each other expertise in their respective fields/markets
 
I'm hoping it's a joint venture sort of thing. I can't see ATi's current level of innovation surviving an acquisition.
 
You wouldn't think shareholder approval would be required for something like patent sharing. That sounds like either acquisition or a spinoff of some portion of both into a third entity.
 
geo said:
You wouldn't think shareholder approval would be required for something like patent sharing. That sounds like either acquisition or a spinoff of some portion of both into a third entity.
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I really don't know a thing about financial/stock market issues and rules..nonetheless what you say here makes a lot of sense :)
 
geo said:
But nAo. . not just "reliable". . . "extraordinarily reliable"! ZOMG. ;)
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Wow, so would this be a buy or a sell on AMD stock? Wouldn't information of this magnitude practically be illegal to let out ahead of the official announcement?
 
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