ATI a takeover target?

[eelw]

Originally posted by: keysplayr2003

Originally posted by: eelw

Originally posted by: Dman877

Besides, ATI has more market-share then nvida anyway. Just because one analyst says something doesn't make it true.

Exactly. What a dumbass market ANALyst. With a market cap of over $3 billion, it's going to take a while for a hostile takeover.

I'm sure that you do not know everything that this "market analyst" knows, correct? Yet you call him/her a dumbass? Who is the real dumbass here?

News flash! Bigger companies than ATI have been taken over for far greater dollars than 3 billion brudda. I think your forgetting how huge nvidia is. Not that I think that nvidia would take over ATI because that would be sort of a monopoly. Nvidia makes GPU's, mobo chipsets, WIFI components, Audio chips. I would not be surprised to see Nvidia eventually making CPU's in the future. Wouldn't be surprised if they already have these plans on the table either.

Wow, NVidia has a market cap of $4.5 billion. Yes, what a huge company they are. Unsure how much operating capital they have available, but most definitely not enough to buy a majority share in ATI or any other billion dollar company.

Only MS or Intel has the liquid assets to be able to pull this off.

 

[ponyo]

AnalCYST at TD Securities. LOL. I guess they need to move some ATI stock. One thing I've learned over the years is that AnalCYSTs are usually late to the party and don't know more than you and I. Since they're late to the party, your best move is to fade them and do opposite of what they recommend. Sure they'll get lucky and be right on few occassions as every dog has its day. But more often than not, fading them is the proper move and will net you far more positive return.

 

[g3pro]

ATi has always been a weak company in terms of market strategy and video card development quality. I guess we're seeing another hook-line-sinker. Hello to the new 3dfx? I can see it coming.

 

[Genx87]

Originally posted by: Ackmed
Dream on, ignorant NV lovers.

What a well thought out intelligent reply.

 

[jiffylube1024]

Originally posted by: Genx87

Originally posted by: Ackmed
Dream on, ignorant NV lovers.

What a well thought out intelligent reply.

I took awhile, but Rollo #3 finally jumped into the thread. Rollo #1 and 2 were patiently waiting...

 

[imported_Rampage]

I didnt realize my completely true and valid points on R520s possible heat, power consumption, dual slot, availability, molex connectors and price issues was a bad thing?

I thought we were hear to talk about video cards, not just how fast and how PWNZORZ the 32pipe R520 is going to be?

Lets get back to reality here on R520, it does not exist and we have MUCH more to consider other than how fast of a board it will be.

 

[nRollo]

Originally posted by: jiffylube1024

Originally posted by: Genx87

Originally posted by: Ackmed
Dream on, ignorant NV lovers.

What a well thought out intelligent reply.

I took awhile, but Rollo #3 finally jumped into the thread. Rollo #1 and 2 were patiently waiting...

Does that make you Ackmed2 or Creig2?

 

[imported_Rampage]

I say Creig2, because every single one of his rigs use ATI.. hmm I wonder if hes biased..
kettle calling pot? Something to that degree?

ackmed has or ordered a 7800gtx so hes like the benedict arnold of the group.

 

[Insomniak]

Originally posted by: Rollo
What would be amusing to me is if nVidia bought controlling interest in them, because some people would take it so personally.

That would be the tech lol of the new millenium.

 

[Corporate Thug]

"possible target of a stock takeover"

doesnt sound very concrete

 

[Creig]

Originally posted by: southpawuni
I say Creig2, because every single one of his rigs use ATI.. hmm I wonder if hes biased..
kettle calling pot? Something to that degree?

?????

I fail to see the point of your comparison as I own a grand total of 1 ATI video card. The rest are Nvidia.

 

[imported_Rampage]

yeah but what is the newest ati you have, and newest nvidia you have?

ackmed is clearly on a different plane with getting a 7800gtx.. that shows at least a propensity to buy and use new nvidia... having a geforce1 or similar says little in my opinion on not being biased.

rollo buys the lastest of both and knows what product is superior nearly every video card product cycle.. ackmed did out of necessity, what other choice is there if you want killer performance?

especially to power a 1920x1200 widescreen beast..

 

[dfloyd]

Originally posted by: Schadenfroh
Would get "interesting" in the graphics area if Intel merged with ATI and nvidia merged with AMD...........


but i would rather see them keep their independence

Would be interesting but you have the wrong companies merging with the wrong companies. Nvidia has always idolized and attempted to be like Intel. Not sure what Ati thinks, but I know Nvidia at one time spoke about wanting to become the next Intel.

More interesting would be if M$ bought Ati, would make development plans for their next X alot simpler and alot more interesting.

Overall though, none of its going to happen. Atis been in the PC Graphics market along time, they were there when Nvidia was still on their Mammas teet I am sure they have learned a thing or two since then, and they have went up and down but they were always there. In fact Ati is about one of the only old timers left. S3? Diamond? Hercules? Trident? Seems all the old timers are gone. (Speaking of before the days of 3dfx and such)

 

[Rock Hydra]

Originally posted by: baddog121390
if intel takes over ATI... ugh

Fixed for more emphasis

 

[T9D]

Maybe Microsoft is buying them out. Didn't Bill just sell a bunch of his M$ stock? Maybe that's why. Hmm never know.

 

[Avalon]

Originally posted by: dfloyd

Originally posted by: Schadenfroh
Would get "interesting" in the graphics area if Intel merged with ATI and nvidia merged with AMD...........


but i would rather see them keep their independence

Would be interesting but you have the wrong companies merging with the wrong companies. Nvidia has always idolized and attempted to be like Intel. Not sure what Ati thinks, but I know Nvidia at one time spoke about wanting to become the next Intel.

More interesting would be if M$ bought Ati, would make development plans for their next X alot simpler and alot more interesting.

Overall though, none of its going to happen. Atis been in the PC Graphics market along time, they were there when Nvidia was still on their Mammas teet I am sure they have learned a thing or two since then, and they have went up and down but they were always there. In fact Ati is about one of the only old timers left. S3? Diamond? Hercules? Trident? Seems all the old timers are gone. (Speaking of before the days of 3dfx and such)

SiS + Trident = XGI

 

[rgreen83]

Originally posted by: southpawuni
I didnt realize my completely true and valid points on R520s possible heat, power consumption, dual slot, availability, molex connectors and price issues was a bad thing?

I thought we were hear to talk about video cards, not just how fast and how PWNZORZ the 32pipe R520 is going to be?

Lets get back to reality here on R520, it does not exist and we have MUCH more to consider other than how fast of a board it will be.

QFT, you must be a spinner, lol. "completely true and valid points, possibly, although not in reality, about a chip that doesnt exist yet."

 

[Keysplayr]

Originally posted by: southpawuni
I didnt realize my completely true and valid points on R520s possible heat, power consumption, dual slot, availability, molex connectors and price issues was a bad thing?

I thought we were hear to talk about video cards, not just how fast and how PWNZORZ the 32pipe R520 is going to be?

Lets get back to reality here on R520, it does not exist and we have MUCH more to consider other than how fast of a board it will be.

Its a bad thing to an ATI enthusiast. Not to a video card enthusiast.

 

[Creig]

Originally posted by: southpawuni
yeah but what is the newest ati you have, and newest nvidia you have?

What's the difference? I've been an Nvidia consumer far more often than an ATI consumer, yet I look at each company's product line equally when I feel the need to upgrade.

Originally posted by: southpawuni
rollo buys the lastest of both and knows what product is superior nearly every video card product cycle..

And yet he still somehow manages to remain totally Nvidia biased.

Originally posted by: southpawuni
ackmed did out of necessity, what other choice is there if you want killer performance?
especially to power a 1920x1200 widescreen beast..

If that's the resolution you want to game at, then it's a no-brainer. An SLI setup is about the only thing powerful enough to push games at that resolution. For the other 99.9% of the gaming community, both companies offer solutions at nearly any price/peformance range being considered.

 

[Drayvn]

Originally posted by: Cookie Monster

Originally posted by: bamacre

Originally posted by: HDTVMan
AMD doesnt have the cash.
Microsoft doesnt want hardware so that is out also.
IBM would ruin it like they ruin every company they buy.

Wouldnt it be funny is Sony bought them? Then sony would be making money from Xbox 360 sales.

Sorry cant see who would buy them.

Samsung?

Anyhow, look even if the R520 is going to be faster as all you ATi fanboys put it, you have to consider other things as southpawni mentions.

-Dual slot?
-Power consumption?
-Heat?
-Bigger than a 7800GTX? (the R520 claims to have a LARGE die size)
-how may molex connectors its gonig to have.
-CPU limited?
-PRICE.

Price. Unless ATi wants to see another loss, i dont think the new cards will come that cheaply, expecially when a company re tapes like 3 or more times.

-Dual Slot - Possibly, but with the current 90nm it should run quite cool.
-Power consumption - Again probably lower or equal than the X850 due to the 90nm die.
-Heat - another branch of the 90nm design, it could envitably be a bit cooler.
-Bigger than the 7800GTX - well with the 32 pipe version (rumoured still) its going to be bigger, but also they are on a smaller die so probably not.
-How many molex connectors its going to have - probably around the same as the 7800GTX
-CPU limited - well thats a moot point because the 7800GTX is CPU limited.
-Price im guessing just a bit more expensive than the 7800GTX. Given that its 32 pipe (probably better in performance) so it justifies the higher price point.

 

[Acanthus]

Originally posted by: bamacre

Originally posted by: HDTVMan
AMD doesnt have the cash.
Microsoft doesnt want hardware so that is out also.
IBM would ruin it like they ruin every company they buy.

Wouldnt it be funny is Sony bought them? Then sony would be making money from Xbox 360 sales.

Sorry cant see who would buy them.

Samsung?

Samsung could start a company from scratch that could put out competing parts in a couple years time. They are loaded.

 

[Creig]

Originally posted by: Drayvn
Price. Unless ATi wants to see another loss, i dont think the new cards will come that cheaply, expecially when a company re tapes like 3 or more times.

Don't forget that the whole point of retaping is to increase yields per wafer which would allow ATI to sell their new cards at a lower price and still retain required profit margins.

 

[rgreen83]

Originally posted by: Acanthus

Originally posted by: bamacre

Originally posted by: HDTVMan
AMD doesnt have the cash.
Microsoft doesnt want hardware so that is out also.
IBM would ruin it like they ruin every company they buy.

Wouldnt it be funny is Sony bought them? Then sony would be making money from Xbox 360 sales.

Sorry cant see who would buy them.

Samsung?

Samsung could start a company from scratch that could put out competing parts in a couple years time. They are loaded.

There are plenty of Taiwanese and Korean companies loaded like samsung, but I think it would be very hard to start a "from scratch" company right now, too many patents are held by the few graphic companies left after absorbing everyone else. I do think a cell phone company could be a very possible buyer, all phones will eventually have 3d graphics and many use ati parts right now, plus they are very good at working as fabless companies. Im not a finance man though, I know samsung has money coming out of their ears, what about motorola?

 

[niggles]

embarrassing, I started a dupe topic a full 13 hours after this post... anyway, here's my bit:

Make of this what you will, but my take is that it will be bad for ATI and therefore bad for the industry. While the company may be faltering in terms of bringing in the big bucks it has been, it has still been a highly successful company with extremely successful leadership. Leadership that would likely take a back seat to whomever came in. Even if you're an Nvidia fan, without competition Nvidia will be half the company it was. Here is the story:

http://www.canada.com/search/story.html?id=f5b17d32-9a3b-47cf-ba24-59bd77019e2a

 

[Drayvn]

Originally posted by: Creig

Originally posted by: Drayvn
Price. Unless ATi wants to see another loss, i dont think the new cards will come that cheaply, expecially when a company re tapes like 3 or more times.

Don't forget that the whole point of retaping is to increase yields per wafer which would allow ATI to sell their new cards at a lower price and still retain required profit margins.

Very true, they would still sell it at the right price point, its just going to have to sell more to make up for loses.

Oh and i didnt write that quote it was CookieMonster