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Nvidia-AMD: Deal or no deal?

2/28/2008 06:00 PM EST
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satguy123
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re: Nvidia-AMD: Deal or no deal?
satguy123   3/1/2008 11:57:16 PM
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With so much speculation about Nvidia out to buy AMD, keep in mind that the industry does not revolve strictly around market value and debt to equity ratio's. Somehow the suits are able to imagine such a scenario, but real men own fabs and they will tell you that all this is wishful thinking. Look, let Nvidia enjoy their present market value, hopefully they can exercise their core competencies to increase or even secure their market share; this will not be likely if they do not put their core into someone's x86 die. Nvidia knows this and to make matters worse the seem to be stuck at 65nm making their cores very inefficient. Should they manage to evolve to 45nm cores real soon they might survive in the high end discrete GP; forget the IGP and chipset market, this will go the way of VIA and Cyrix. Intel and AMD are busy with 45, 32, 22nm line width today, and the only viable company to take over AMD would be IBM. Oh,by the way, IBM owns it's fab. Remember real men own fabs, this was coined by Jerry Sanders.

realitychecker
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re: Nvidia-AMD: Deal or no deal?
realitychecker   2/29/2008 11:40:57 PM
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I have been following the article by Rick Merritt and others. Let me cut to the chase, these articles seem to me heavily biased. I am not sure if nVidia is going for AMD or not. But if it did, it will be a smart move. 1. This is an opportunity that may not present itself again for many years. AMD is known to bounce back and once AMD recovers from its current crisis (and believe me it will sooner or later) this discussion is over. 2. AMD's main issue is not technology, its main issue is sustaining success. nVidia is a company that knows how to sustain success in an extremly competitive environment. Not to mention nVidia has successfully survived the bloody graphics market. It has that killer instinct that is lacking in AMD. nVidia can transorm AMD into a cash-cow. 3. It is just plain stupid to suggest that nVidia should buy some smalltime x86 clone startups when most of them have not even remotely proven their technology. Besides one of the challanges in designing x86 processors is to create and defend the IP portfolio against Intel's enormous IP cache. Second big challange is to overcome hurdles in mass-production of such complex chips. AMD offers solution to both these challanges. AMD is both an established company with many years of design experties and has experience of mass-production. 4. Building scalable long term companies is not about short term debts, it's about building value. I am sure when nVidia CEO looks at making an offer, debt is merely one of the factors. Ultimately his conviction is going to drive the outcome. Believe it or not, AMD executives are praying that nVidia not buy AMD off. Because nVidia is going to clean-house if it did. And if nVidia is careful it will find a way to keep the smart AMD employees happy. I think it is about time someone bought AMD and presented a REAL sustainable challange to Intel.

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