Thursday, August 10, 2006

So. The AMD corporation really bought ATI. Hopefully their BOARDS know what they're doing; AMD needs to borrow several billion dollars just to make the aquisition. They plan on paying 4.2 billion dollars and 47 million AMD shares to the ATI stockholders in a complete merger. This is a make-or-break move for AMD. If the future of graphics is a specialized part of a 24 (or more) core CPU, or if AMD designs a GPU that can fit into a processor socket, totally bypassing PCIe and becoming part of the HyperTransport link (as some believe may happen), then AMD will succeed. ATI's experienced ASSETS, especially their engineers, will be key in making such a thing happen. If the graphics market continues long-term (like, 5-10 years long-term)along the path that it has, then AMD is in trouble. It will take a miracle to save ATI's Crossfire, and any moves that AMD makes incorrectly could anger Nvidia. And if AMD fails, well, at least STOCKHOLDERS have LIMITED LIABILITY. We'll see.

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