Re: What if Nvida bought AMD next year????
- From: Paul <nospam@xxxxxxxxxx>
- Date: Wed, 24 Dec 2008 09:31:17 -0500
Dave wrote:
"Man-wai Chang ToDie (33.6k)" <toylet.toylet@xxxxxxxxx> wrote in message news:4950d50e@xxxxxxxxxxxx
.... AMD has no good reason to continue, does it?
Are you SERIOUS?!? (typing this question on my newly built Phenom 9850 / HD 4830 Crossfire system which neighbors and friends are drooling over...)
Why would you think AMD has no good reason to continue? Over many years, AMD/Intel have swapped back and forth, as far as performance leader and leader in bang/buck goes. That is still true.
I know AMD/ATI have not been as quick in coming out with new chips lately, and it to some degree seems like they are now trying to play "catch up" with Intel.
But don't count AMD/ATI out. The near future is clearly multi-core, as far as CPUs and GPUs goes. After some minor stumbling, AMD seems to be headed in the right direction, and is STILL price competitive with Intel for many builds (depending on what you are aiming for as a finished result, of course)
Looking farther into the future, AMD/ATI is in a MUCH better position for long-term success than Intel or nvidia. The future is to integrate the GPU and CPU into one chip, which will basically be a multi-core GPU with some firmware to allow it to function as a multi-core CPU. The CPU as we now know it will soon be obsolete. Yeah, I said obsolete. The GPU is getting so powerful that very soon a CPU will be redundant / unnecessary. At that point, the CPU functions will be merged into the GPU. If you think Intel will be able to accomplish that gracefully on their own, you are wrong. (Any good high-end gaming INTEL chip graphics cards on the market? Or even rumored to come out soon?) AMD already has ATI. So putting out a high-end GPU chip that also functions as a CPU will be extremely easy for AMD, obviously. The only way Intel can remain long-term competitive is to buy nvidia.
AMD is more likely to prosper far into the future, unless Intel buys vidia. -Dave
You did hear about how AMD has split into two companies, one
part having the fab, and the other part having the rest of the
company ? In the near term, it means business as usual, as the
fab part will continue to make processors. But in the long term,
the technical issue will be whether AMD shops around for fab
capability, for example going to TSMC. And if they do, then the
question would be, how do you build a "fast" processor, when
you don't own the fab. The thing about having your own fab,
is you can do lots of tweaking, and you own the whole business.
When you're fabless, the odds are greater that your products
will suck. For example, if I went to TSMC, I might be able to
build a 2GHz processor, whereas if I tweaked my own stuff,
I could build a 3GHz processor.
AMD has a world of possibilities before it, and should
select a strategy to suit their new "asset light" corporation.
That means they cannot continue to do exactly what they've
been doing, so expect the business decision to split the
company, to have some side effects. Just how crazy they get,
will depend on what their management has been smoking. And
how long the cash lasts.
Paul
.
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