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Great analysis of possible AMD/ATI merger on Xbitlabs.com

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http://www.xbitlabs.com/articles/e [...] merge.html

Great article. Very, very in depth. Everyone who's been commenting on this (possible) deal should go get educated.

-mpjesse

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Very interesting article with some very interesting relational points, especially future prospects in the Intels vs both AMD and ATI battle. He touched upon one thought briefly and without any depth which I find intriguing. The simple concept of an increase in structured cooperation between ATI and AMD without corporate merger. Pursuing this path would allow AMD and ATI to continue commercial relations with Nvidia and Intel respectively while gaining some (not all) of the benefits a merger would accomodate.

Lots of good or bad depending on which way a lot of the ifs fallout.

Peace

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I found this comment by ATI to be one the most interesting:

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“Our next generation Xilleon is ramping with designs hitting the shelves this fall. This new Xilleon will redefine image quality benchmarks and deliver features reserved in the past for separate, specialized chips. Image quality is such a critical criteria now for digital TVs that OEMs are now asking to use the ATI logo on upcoming designs as a competitive differentiator ,” Mr. Orton said during the call.



Don't be surprised if you see ATI badge stickers on new HDTV's. Pretty cool.

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Great article.

-mpjesse



Indeed.
Out of sheer speculation, some kind of merger would certainly be much more interesting to AMD, since it would provide a leveraged platform (among many other assets, of which, ATi's aquisition of finnish BitBoys Oy, is no small one) which AMD's badly needs, to resurface as a true competitor against Intel's already pervasive standing. But, that would have to be made gradually & carefully; and, AMD's already very late on its main core business.
On the other hand, I don't see really big gains to ATi; and, how would Intel react to that?
I remain skeptical... but, who knows?


Cheers!

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I found this comment by ATI to be one the most interesting:

“Our next generation Xilleon is ramping with designs hitting the shelves this fall. This new Xilleon will redefine image quality benchmarks and deliver features reserved in the past for separate, specialized chips. Image quality is such a critical criteria now for digital TVs that OEMs are now asking to use the ATI logo on upcoming designs as a competitive differentiator ,” Mr. Orton said during the call.



Don't be surprised if you see ATI badge stickers on new HDTV's. Pretty cool.


Yah, it presents the very interesting question of just how well the ATI brand name is known outside the computer enthusiast world.

If its not, it would be be a great boost for their regognition to see bunchs of Sonys, Phillips, Samsung ect labled "ATI Inside".

Regardless, we'll all get to enjoy to improved image quality

Peace


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