ATi rumours

[domsq]

Hey guys

I don't how true this is, but I've heard that ATi are in a bit of financial trouble currently. However, this may just be a rumour, but I'm curious as to whether anyone else might have any info on this?

 

[Jeff7181]

Microsoft is their customer. I think they're just fine.

 

[Cdubneeddeal]

Originally posted by: Jeff7181
Microsoft is their customer. I think they're just fine.

yup..Domsq..you do know ATI is powering the Xbox2??

 

[domsq]

Yup, I did indeed know that. As I said, it was just a rumour I heard, obviously an incorrect one.

 

[sandorski]

What exactly did you hear?

ATI did have some Accounting/Insider Trading issues, but most analysts believe that's behind them

Nvidia just posted better than expected Revenues/Profits, but many Investors believe that's probably a good indication that ATI will post the same.

 

[Bar81]

ATI is powering the Xbox 360 and the Nintendo Revolution as well as having a HUGE OEM share in both the desktop and mobile market. They'll be fine. Same for nvidia, they're powering the PS3 and have a large share of the retail market both in the video and chipset segments. The rumor is just that.

 

[KristopherKubicki]

http://finance.yahoo.com/q/bc?t=1y&s=NVDA&l=on&z=m&q=l&c=atyt

Kristopher

 

[BillyBobJoel71]

i hoipe they put 6800 ultras and x850s in the next gen systems

 

[BenSkywalker]

i hoipe they put 6800 ultras and x850s in the next gen systems

That would be a fairly serious downgrade from what they are actually going to be packing(R500-not R520, and G70).

 

[gsellis]

Man, I saw they were in trouble and was worried. Phuh! Financially! I thought they were pregnant again.

As KK quoted, you may find more... ATI fin at Yahoo. I only see that nVidia is doing well and there may be issues with a fire at a supplier's plant. Otherwise, they look pretty solid, if not boring.

 

[crazyeddie]

ATI's last quarterly profits were actually larger than Nvidia's, and both companies are quite healthy. ATI's future earnings potential is also quite rosey:

1) XBox 360 chip supplier
2) Ramp up in desktop and notebook chipset business
3) Introduction of ATI multicard rendering solutions

ATI has also replaced Nvidia solutions in a number of eMac and iMac models during Apple's latest round of system updates that coincided with Tiger's release.

Not only is ATI not in financial trouble, they're probably a really good stock to be purchasing right now.

 

[Insomniak]

I doubt it. ATi has plenty of customers in the OEM sector, mobile sector, and console sector.

Just like Nvidia. If you think ATi is a good stock purchase, you'd better be looking even harder at Nvidia. Remember, Nvidia is power Playstation 3, and PS2 outsold Xbox worldwide by a factor of about 20 to 1 last time I checked.

To be honest, Nvidia is better off giving ATi the Xbox contract.

Neither of them is going anywhere soon.

 

[Matthias99]

Originally posted by: Insomniak
I doubt it. ATi has plenty of customers in the OEM sector, mobile sector, and console sector.

Just like Nvidia. If you think ATi is a good stock purchase, you'd better be looking even harder at Nvidia. Remember, Nvidia is power Playstation 3, and PS2 outsold Xbox worldwide by a factor of about 20 to 1 last time I checked.

To be honest, Nvidia is better off giving ATi the Xbox contract.

Neither of them is going anywhere soon.

From a recent news report:

Microsoft and its Xbox is a distant No. 2 in the North American console market, behind Sony with its PlayStation2 but ahead of Nintendo and its GameCube, according to data from IDC. Olhava estimated that last year, Sony shipped about 5 million units, making up 42 percent of the market, while Microsoft shipped about 3.4 million for 28.3 percent in 2004. Nintendo shipped 2.5 million consoles for 21.2 percent of the market.

Overall, Xbox is also behind the PlayStation2, with 12.1 million currently on the market, compared with 30.8 million Sony units. GameCube logs in with 9.1 million units.

So Sony has outsold MS about 3:1 overall (in NA), but it's only about a 5:4 edge in the last year. Those aren't worldwide numbers (and I know MS got tooled pretty bad in Japan), but it's certainly competitive these days in the US market.

MS also has the advantage of launching first this round -- PS2 beat the XBox to market. MS still has their work cut out for them, but it ought to be a very lucrative contract. Keep in mind they also are providing Nintendo with the chipset for their next-gen system (although that looks like it's not launching until mid-2006 at the earliest).

 

[Insomniak]

Originally posted by: Matthias99
So Sony has outsold MS about 3:1 overall (in NA), but it's only about a 5:4 edge in the last year. Those aren't worldwide numbers (and I know MS got tooled pretty bad in Japan), but it's certainly competitive these days in the US market.

MS also has the advantage of launching first this round -- PS2 beat the XBox to market. MS still has their work cut out for them, but it ought to be a very lucrative contract. Keep in mind they also are providing Nintendo with the chipset for their next-gen system (although that looks like it's not launching until mid-2006 at the earliest).

Just poked around, looks like worldwide PS2 outdid Xbox by about a 4:1 ratio. That 20:1 figure was Japan only I think.

Anyway, regardless, they'll both be lucrative contracts, but I can't say as I blame Nvidia for dumping MS to go to Sony....Mo Money Mo Money.

 

[ZimZum]

Originally posted by: KristopherKubicki
http://finance.yahoo.com/q/bc?t=1y&s=NVDA&l=on&z=m&q=l&c=atyt

Kristopher

ATI Fairs even better when you look at its market share numbers

In addition to the XBOX 360 ATI is also powering Nintendo's next Gen console The Revolution.

 

[Drayvn]

Originally posted by: Insomniak
I doubt it. ATi has plenty of customers in the OEM sector, mobile sector, and console sector.

Just like Nvidia. If you think ATi is a good stock purchase, you'd better be looking even harder at Nvidia. Remember, Nvidia is power Playstation 3, and PS2 outsold Xbox worldwide by a factor of about 20 to 1 last time I checked.

To be honest, Nvidia is better off giving ATi the Xbox contract.

Neither of them is going anywhere soon.

Thing is yes nVidia did do the Xbox stuff, but they got crapped on and made a bit of a loss on it as Microsoft wanted nVidia to bring its prices down on its GPU...

 

[Macro2]

ATI wouldn't be the first company nVidia put under. Remember 3dfx?

 

[Insomniak]

Originally posted by: ZimZum

Originally posted by: KristopherKubicki
http://finance.yahoo.com/q/bc?t=1y&s=NVDA&l=on&z=m&q=l&c=atyt

Kristopher

ATI Fairs even better when you look at its market share numbers

In addition to the XBOX 360 ATI is also powering Nintendo's next Gen console The Revolution.

I don't see how you get that. ATI lost twice as much market share from last quarter to this one as Nvidia. Intel was the only gainer.

Originally posted by: Drayvn

Originally posted by: Insomniak
I doubt it. ATi has plenty of customers in the OEM sector, mobile sector, and console sector.

Just like Nvidia. If you think ATi is a good stock purchase, you'd better be looking even harder at Nvidia. Remember, Nvidia is power Playstation 3, and PS2 outsold Xbox worldwide by a factor of about 20 to 1 last time I checked.

To be honest, Nvidia is better off giving ATi the Xbox contract.

Neither of them is going anywhere soon.

Thing is yes nVidia did do the Xbox stuff, but they got crapped on and made a bit of a loss on it as Microsoft wanted nVidia to bring its prices down on its GPU...

IIRC Nvidia won that lawsuit and Microsoft had to pay them off bigtime...

Yeah, here it is:

NV Cashes in on Xbox chips.

The lawsuit was settled in Feb 2003 and in August 2003 NV was reporting big profits from Xbox chip sales. MS got screwed, not NV.

 

[Malak]

Originally posted by: Macro2
ATI wouldn't be the first company nVidia put under. Remember 3dfx?

Nvidia won't ever put ATI under. The only reason Nvidia sales shot up was because of SLI, everyone had to get 2 nvidia cards to beat the one video card ATI put out that made them king of the hill. It's been like this for 3 years now.

 

[ddogg]

Originally posted by: Macro2
ATI wouldn't be the first company nVidia put under. Remember 3dfx?

lol dude...nvidia is at the moment in no position to put ATI out of the picture...ATI was on the verge of collapsing before their 9700pro but the way their goin now, they should be in the picture for a long time!!

 

[ZimZum]

Originally posted by: Insomniak

Originally posted by: ZimZum

Originally posted by: KristopherKubicki
http://finance.yahoo.com/q/bc?t=1y&s=NVDA&l=on&z=m&q=l&c=atyt

Kristopher

ATI Fairs even better when you look at its market share numbers

In addition to the XBOX 360 ATI is also powering Nintendo's next Gen console The Revolution.

I don't see how you get that. ATI lost twice as much market share from last quarter to this one as Nvidia. Intel was the only gainer.

I'm not so good with the math. If you would be so kind as to explain to me how 11.3% is "twice as much" as 9.7% ?

 

[Schadenfroh]

Originally posted by: ddogg

Originally posted by: Macro2
ATI wouldn't be the first company nVidia put under. Remember 3dfx?

lol dude...nvidia is at the moment in no position to put ATI out of the picture...ATI was on the verge of collapsing before their 9700pro but the way their goin now, they should be in the picture for a long time!!

ArtX saved them, without the ArtX engineers, ATI would not be near where they are today.

 

[Bar81]

To a degree that's true (on the console side,) but that's called smart decision making and is every part as essential to a company's success as the actual products they put out.

 

[Acanthus]

Originally posted by: KruptosAngelos

Originally posted by: Macro2
ATI wouldn't be the first company nVidia put under. Remember 3dfx?

Nvidia won't ever put ATI under. The only reason Nvidia sales shot up was because of SLI, everyone had to get 2 nvidia cards to beat the one video card ATI put out that made them king of the hill. It's been like this for 3 years now.

chipset record sales, oem deals, and the sales of their low end cards had nothing to do with it im sure :roll:

 

[domsq]

Well anyways, I hope what I heard was nothing more than an incorrect rumour... it wouldn't be so good to have nVIDIA monopolising the graphics card industry!