AMD-ATI Merger Looks Likely

Iria · May 31, 2006, 08:20 PM

Source: Forbes
___________
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.

Erroneus · May 31, 2006, 08:32 PM

Hmm i dont know, not to crazy about it.

But maybe the they can benefit from sharing some technology and knowledge.

EcPercy · May 31, 2006, 08:49 PM

Does ATI own any fabs? Maybe this is one reason for it?

BiGBrOwNPimpsta · May 31, 2006, 09:07 PM

wtf...... I never heard about this! crazy move since AMD has closer links to nvidia IMO. well whatever works, as long as I get quality ATI cards and AMD keeps growing I will be happy. I like both companies

OmegaRED · May 31, 2006, 09:19 PM

Unless ATI makes a Vid card with built in AMD processor I think this is a bad idea!

PoopyTheJ · May 31, 2006, 09:23 PM

Why would they build a graphics card with an AMD processo when the GPU's have far more transistors then any CPU out to-date?

Judas · May 31, 2006, 09:30 PM

erm..

it has it's ups and downs...... we'll see if this even happens..

imo, the could be quite a few beneifits to both sides that no one has really considered.. well except Ec touched on it

mike2h · May 31, 2006, 09:30 PM

i really doubt this will happen. amd is quite capable of designing their own chipsets & have done a good job when thet did it. better than ati as far as desktos go imo.
i have always said one of amds bigest downfalls is the m not having better qa as far as chipsets for their cpus go. ati is not the answer to that.
cant see how this would be costeffective for amd either. i think all/most of atis actuall production is done in asian foundries. what would they be getting in return for their $$ - that they need? think this is some stock price manipulation.

Koptor · May 31, 2006, 09:32 PM

I doubt it'll happen...but being an ATI and AMD fanboy, it'd be pretty damn good

EcPercy · May 31, 2006, 09:47 PM

One other thing I was thinking. What if AMD decided to put a GPU on the CPU like they did with the memory controller??? There are lots of things one can ponder over.

Randomletters · May 31, 2006, 09:51 PM

hmm 6000x2+x2000xtx2(Crossfire), AM3 maybe?

Cannyone · May 31, 2006, 10:01 PM

This is just some analyst's "pipe dream"! He thinks that CPU companies should not focus on just CPUs. And he ignores the "market dynamics and synergy" that is already in place. A merger of these two companies would hurt both, but this guy can't see it. Ignore this RUMOR!!! In a month no one will remember about this stupidity...

May 31, 2006, 08:20 PM	#1
Iria DriverHeaven Extreme Member Join Date: Apr 2004 Posts: 7,275 Rep Power: 89	AMD-ATI Merger Looks Likely Source: Forbes ___________ 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.

May 31, 2006, 08:32 PM	#2
Erroneus Get off my lawn! Join Date: Aug 2002 Location: Denmark Posts: 13,417 Rep Power: 119 System Specs	Hmm i dont know, not to crazy about it. But maybe the they can benefit from sharing some technology and knowledge. __________________

May 31, 2006, 09:07 PM	#4
BiGBrOwNPimpsta HH's #1 Hustla and Pimp Join Date: Jan 2003 Location: The Dirty Dot Posts: 7,717 Rep Power: 107 System Specs	wtf...... I never heard about this! crazy move since AMD has closer links to nvidia IMO. well whatever works, as long as I get quality ATI cards and AMD keeps growing I will be happy. I like both companies __________________ Sound Blaster X-Fi Xtreme Music \| Logitech Z-5500 THX 5.1 Surround Sound Speakers \| 2 Lite-On 20x S-ATA Burners \| Logitech G700 Mouse \| Logitech MX5500 Bluetooth Keyboard

May 31, 2006, 09:19 PM	#5
OmegaRED Relapsed Gamer Join Date: Oct 2002 Location: Ottawa , Canada Posts: 5,688 Rep Power: 173 System Specs	Unless ATI makes a Vid card with built in AMD processor I think this is a bad idea! __________________ E Penis Specs: <------------- See System Specs

May 31, 2006, 09:23 PM	#6
PoopyTheJ DriverHeaven Extreme Member Join Date: Jan 2003 Location: Ohio Posts: 1,588 Rep Power: 66	Why would they build a graphics card with an AMD processo when the GPU's have far more transistors then any CPU out to-date? __________________ [COLOR=Blue]“Alright boys, let’s start her up and see why she doesn’t work.” - John Fritz "I aim to misbehave" Malcolm Reynolds ATI Catalyst Beta Tester[/COLOR]

May 31, 2006, 08:49 PM	#3
EcPercy HardwareHeaven Senior Member Join Date: Jul 2002 Location: Iraq Posts: 1,535 Rep Power: 0	Does ATI own any fabs? Maybe this is one reason for it?

May 31, 2006, 09:30 PM	#8
mike2h DriverHeaven Extreme Member Join Date: Nov 2002 Location: norcal Posts: 6,483 Rep Power: 91 System Specs	i really doubt this will happen. amd is quite capable of designing their own chipsets & have done a good job when thet did it. better than ati as far as desktos go imo. i have always said one of amds bigest downfalls is the m not having better qa as far as chipsets for their cpus go. ati is not the answer to that. cant see how this would be costeffective for amd either. i think all/most of atis actuall production is done in asian foundries. what would they be getting in return for their $$ - that they need? think this is some stock price manipulation. __________________

May 31, 2006, 09:32 PM	#9
Koptor DriverHeaven Newbie Join Date: May 2006 Location: UK Posts: 9 Rep Power: 0	I doubt it'll happen...but being an ATI and AMD fanboy, it'd be pretty damn good __________________ HP Compaq nx6325 Turion64 X2 TL-60, 2x1gb DDR2, ATI Xpress 1150 Integrated, 80gb SATA Hard Drive

May 31, 2006, 09:47 PM	#10
EcPercy HardwareHeaven Senior Member Join Date: Jul 2002 Location: Iraq Posts: 1,535 Rep Power: 0	One other thing I was thinking. What if AMD decided to put a GPU on the CPU like they did with the memory controller??? There are lots of things one can ponder over.

May 31, 2006, 09:51 PM	#11
Randomletters ))<>(( Join Date: Oct 2004 Posts: 2,418 Rep Power: 54	hmm 6000x2+x2000xtx2(Crossfire), AM3 maybe? __________________ <----------- Sexy Budget Rig stats to the left.

May 31, 2006, 10:01 PM	#12
Cannyone HardwareHeaven Junior Member Join Date: May 2006 Location: Albuquerque NM Posts: 85 Rep Power: 0 System Specs	This is just some analyst's "pipe dream"! He thinks that CPU companies should not focus on just CPUs. And he ignores the "market dynamics and synergy" that is already in place. A merger of these two companies would hurt both, but this guy can't see it. Ignore this RUMOR!!! In a month no one will remember about this stupidity...