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  1. #1
    Registered User gaburko's Avatar
    Join Date: Sep:2001
    Posts: 5,081

    AMD-ATI Merger Looks Likåly

    òóê

    AMD-ATI Merger Looks Likåly
    Maya Roney, 05.31.06, 11:24 AM ET
    Advanced Micro Devices may be looking to buy graphics company ATI Technologies, a move that would benefit the overall graphics industry, according to RBC Capital Markets.
    "The synergies of this seem consistent with the recent announcements by AMD to significantly increase capacity over the next few-years," wrote analyst Apjit Walia in a note to investors Wednesday. "We believe ATI is a rare-buy in the semiconductor space right now given the near-term tie-up dynamics."
    Walia based his prediction on recent checks in the PC food chain. RBC has an "outperform" rating and $23 price target on ATI, and no rating on AMD. The firm expects ATI to report fiscal 2007 earnings per share of $1.06.
    It has long been discussed that the graphics-companies are likely to be bought by one of the microprocessor companies, according to Walia. However, for AMD-rival Intel, a partnership with a graphics company may not be the best idea.
    "This tie-up might make sense for AMD at this juncture but we don't think Intel should pursue tying-up with graphics companies and should instead look at the communications-space," said the analyst.
    Walia maintained a "sector perform" rating and $21 price target on Intel, expecting more announcements of Dell-AMD partnerships this year, to Intel's detriment.
    "The competitive dynamics of the microprocessor-market seem to be changing permanently, he said. "We believe Intel is still not 'reading-the-writing-on-the-wall' and continues to over-focus on PCs."
    Intel has introduced drastic price-cuts for its Celeron, Pentium-4, Pentium-D and Conroe processors, which could make the price-war "quite ugly," in Walia's opinion. Intel does seem to have gained some share-back from AMD with the price cuts, but the impact on margins is negative, the analyst said.
    In addition, the overall PC market continues to slow and Intel's June quarter is looking "progressively worse" with revenues down close to 10% and the September quarter tracking below seasonality, according to Walia's checks.
    "We turned neutral on Intel couple-of-weeks ago given our view of the risk-reward being balanced given the bad-news out there, but we remain negative on the semi-space," said the analyst. "However, this AMD-ATI tie-up would obviously be a clear-positive for the graphics space."

  2. #2
    really BAD
    Join Date: Mar:2003
    Location: crimson sky
    Posts: 10,674
    À äàëè àêî ñòàíå òîâà âå÷å Èíòåë íÿìà íàèñòèíà äà ñå ïî÷óñòâàò çàñòðàøåíè? Òîãàâà òðÿáâà äà êóïóâàò Íâèäèà.....ëåëå ìàéêî.....
    Våritas Aequitas

  3. #3
    ⛧ ×óæäåñòðàíåí àãåíò ⛧ mitku's Avatar
    Join Date: Oct:2003
    Location: Sofia
    Posts: 17,899
    Èíòåë èìàò ïàðè äà êóïÿò ÍåÂèäÿ, íî ùå òðÿáâà ïðåêàëåíî äúëáîêî äà ñå áðúêíàò è íå ìè ñå âÿðâà äà ãî íàïðàâÿò è ñïîðåä ìåí, íÿìà äà ãî íàïðàâÿò.
    Äàæå äîñòà ìè ñå ãóáè ñìèñúëà íà òîâà "äåéñòâîå" íà AMD ñúñ çàêóïóâàíåòî íà ATI
    Ìîæå áè âñå ïàê ñà âèäåëè "ñêðèòè çàëîæáè" â ÷èïñåòèòå íà ATI è òîâà äà èì å "ñêðèòèÿ çàìèñúë" äà ïî÷íàò íàé-íàêðàÿ êàêòî Èíòåë äà ñè ïðàâÿò ÷èïñåòè çà ïðîöåñîðèòå (ìàêàð èìàõà "íà âðåìåòî" íÿêîëêî ñëàáî ðàçïðîñòðàíåíè ÷èïñåòà - ïðîñòî íÿìàõà âúçìîæíîñòè êàòî èíæåíåðè è ïðîèçâîäñòâåí ïîòåíöèàë äà ãè ïîäúðæàò ìàé).
    * Last Words: Modding... clocking?! Never!... This is bullshit! ... well... maybe only this time... just a little...
    * Êîìïþòðèòå ÍÅ ïðàâÿò òîâà, êîåòî èñêàø... òå ïðàâÿò òîâà, êîåòî ìîæåø äà ãè íàêàðàø äà ñâúðøàò.

  4. #4
    kuronomasuta tnp's Avatar
    Join Date: Mar:2005
    Location: ~Ñîôèÿ~
    Posts: 2,469
    AMD íàâðåìåòî ñè ïðàâåõà ÷èïñåòèòå çà äúíàòà, çàùîòî íÿìàøå ÷èòàâè êîêóðåíòíè ïðåäëîæåíèÿ.
    À áåç ïðèëè÷íè ÷èïñåòè... è Àòëîíúò áè áèë íåïðèëîæèì.
    È ñè ñâúðøèõà äîáðå ðàáîòàòà. ÁÒ ÷èïñåòèòå èì áÿõà íà äîñòà âèñîêî íèâî.
    À çà ñëèâàíå íà AMD è ATI... âúçìîæíî å. Íî Èíòåë è Íâèäèà... òîâà íå ìè ñå âÿðâà.
    È áåç òîâà îò Èíòåë ñåãà ïðàâÿò âèäåî óáèåö, ñ êîåòî äà ìà÷êàò íàðåä â DX 10.

  5. #5
    ðåãèñòðèðàí ÑïåØúàëèñò StillOpossum's Avatar
    Join Date: Sep:2002
    Location: Ïëîâäèâ
    Posts: 3,113
    Èíòåë ñè èìàò îò âñè÷êî, äîðè ñå îòúðâàâàò îò íÿêîè íåùà â ìîìåíòà...
    „Çàêîíèòå ñà çà êîíòðîë è îãðàíè÷àâàíå íà íàñåëåíèåòî íå íà ïðåñòúïíèöèòå, òå íå ñå èíòåðåñóâàò îò òÿõ.“ – StillOpossum

  6. #6
    ⛧ ×óæäåñòðàíåí àãåíò ⛧ mitku's Avatar
    Join Date: Oct:2003
    Location: Sofia
    Posts: 17,899
    Quote Originally Posted by tnp
    AMD íàâðåìåòî ñè ïðàâåõà ÷èïñåòèòå çà äúíàòà... ÁÒ ÷èïñåòèòå èì áÿõà íà äîñòà âèñîêî íèâî...
    Å, òî ñðàâíåíî ñ VIA, âñåêè áè áèë íà "âèñîêî íèâî" íî ïàê äîáðå, ÷å áåøå VIA ïî îíîâà âðåìå.
    Íî AMD ïðîñòî íÿìàõà äîñòàòú÷íî ðåñóðñè çà äà ïðîäúëæàâàò ñàìîñòîÿòåëíî ðàçðàáîòêàòà íà ÷èïñåòè è çà òîâà ñïðÿõà äà ñå çàíèìàâàò ñ òîâà ... à ñåãà ìîæå äà ñà ñå âèäåëè ìàëêî "â ïàðè"
    Last edited by mitku; 1st June 2006 at 13:12.
    * Last Words: Modding... clocking?! Never!... This is bullshit! ... well... maybe only this time... just a little...
    * Êîìïþòðèòå ÍÅ ïðàâÿò òîâà, êîåòî èñêàø... òå ïðàâÿò òîâà, êîåòî ìîæåø äà ãè íàêàðàø äà ñâúðøàò.

  7. #7
    Get a Mac moridinbg's Avatar
    Join Date: Dec:2004
    Location: 0x00000000
    Posts: 4,211
    [bg]S tiq ceni kak nqma da se widqt w pari... I rezultaty ot towa kakwo ]e e? Procesor s wgraden wideo ko-procesor? Ili sy]ata istoriq kato na Intel ofis wideo kartite?[/bg]

  8. #8
    Registered User
    Join Date: Oct:2003
    Location: Âàðíà
    Posts: 4,852
    Quote Originally Posted by mitku
    Å, òî ñðàâíåíî ñ VIA, âñåêè áè áèë íà "âèñîêî íèâî" íî ïàê äîáðå, ÷å áåøå VIA ïî îíîâà âðåìå.
    Íî AMD ïðîñòî íÿìàõà äîñòàòú÷íî ðåñóðñè çà äà ïðîäúëæàâàò ñàìîñòîÿòåëíî ðàçðàáîòêàòà íà ÷èïñåòè è çà òîâà ñïðÿõà äà ñå çàíèìàâàò ñ òîâà ... à ñåãà ìîæå äà ñà ñå âèäåëè ìàëêî "â ïàðè"
    Äî êîëêîòî ñè ñïîìíÿì VIA KT266A áåøå "óáèåöà" íà ÀÌÄ ÷èïñåòèòå.
    Core i7 6950X watercooled|RVE|4x RX VEGA|4x4GB GEIL DRAGON DDR4-3333CL16|Corsair AX1600i|SSD 850 EVO 250GB|WD1001FALS|HP LP2475w|Creative X-Fi Titanium Pro|Luxeon 5.1WH|Logitech G500|Lian Li A70B

  9. #9
    EVGA RTX 3090 FTW3 V I P E R's Avatar
    Join Date: Dec:2001
    Location: Áëàãîåâãðàä
    Posts: 7,043
    Îò êàêâî äà ñå ÷óâñòâàò çàñòðàøåíè è çàùî äà êóïóâàò Íâèäèÿ?
    If you can read this, then you aren't "well" Îverclockåd yet...!!!

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