Linked by Thom Holwerda on Wed 31st May 2006 22:33 UTC, submitted by brewin
AMD AMD 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."
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Analysts Again
by segedunum on Wed 31st May 2006 23:00 UTC
segedunum
Member since:
2005-07-06

This would be an unadulterated disaster. ATI is a terrible company with terrible drivers and terrible customer service. Given the position AMD would like to get themselves into in the industry, this would be a disaster. If AMD were going to buy a graphics company then it would need to be nVidia.

On the flip side, you'll have nVidia getting more than just a bit peaved, and indeed, nVidia have quite a close relationship with AMD with their founder having worked at AMD previously. nForce boards have been staggeringly popular and very mutually beneficial for both companies, and you certainly wouldn't want to throw that down the pan. Imagine Intel and nVidia possibly getting together in response to any ATI and AMD deal? That's not something AMD wants.

ATI are also just not a good fit for AMD. They have different priorities, operate in different ways and AMD could conceivably spend years trying to digest ATI or spit it out rather than getting anything done. The vast majority of mergers and takeovers are spectacularly huge disasters as inevitable politics and personality clashes get in the way, and it's best to steer clear unless you've done your homework.

I always find it suspicious when an analyst comes out with stuff like this. There's no evidence that AMD is thinking about it anywhere, and apparently, ATI's stock price has gone up 9% in one day. Might be a nice pay day for someone with some shares.

RE: Analysts Again
by nirvanix on Thu 1st Jun 2006 00:33 in reply to "Analysts Again"
nirvanix Member since:
2005-10-03

Hey segedunceum,

How much did nvidia pay you to say that? My personal experience with both vendors is that ATI hardware has always been superior, their 2D image quality has always been better than Nvidia's on any platform (you can ask Mac owners too) and in the Window's world their 3D performance is generally better than Nvidia's. So really what are you talking about?

Reply Parent Bookmark Score: 3

RE[2]: Analysts Again
by happycamper on Thu 1st Jun 2006 03:19 in reply to "RE: Analysts Again"
happycamper Member since:
2006-01-01

This would be an unadulterated disaster. ATI is a terrible company with terrible drivers and terrible customer service.



if the above is true. AMD can put a new ATI management and fix those problems like if they never had existed.

Reply Parent Bookmark Score: 1

RE[2]: Analysts Again
by segedunum on Thu 1st Jun 2006 08:22 in reply to "RE: Analysts Again"
segedunum Member since:
2005-07-06

How much did nvidia pay you to say that?

How much did ATI pay you?

My personal experience with both vendors is that ATI hardware has always been superior, their 2D image quality has always been better than Nvidia's on any platform (you can ask Mac owners too) and in the Window's world their 3D performance is generally better than Nvidia's.

Then that's your personal experience, isn't it? My experience, and that of others, tells me that what you've written is utter drivel. In some areas ATI hardware might be superior, and in others nVidia's may be superior, but the point is that overall ATI's support and drivers on various platforms are woeful. Go figure.

I suppose you have some nice, widely accepted, benchmarks to back up your claims about better 2D and 3D performance?

So really what are you talking about?

What I've written. What are you talking about?

Reply Parent Bookmark Score: 4

RE[2]: Analysts Again
by dylansmrjones on Thu 1st Jun 2006 09:34 in reply to "RE: Analysts Again"
dylansmrjones Member since:
2005-10-02

[having fun]
Hey nirvanix,

How much did ATI pay you to say that? My personal experience with both vendors is that NVIDIA hardware has always been superior, their 2D image quality has always been better than ATI's on any platform (you can ask Linux users too) and in the Window's world their 3D performance is generally better than ATI's. So really what are you talking about?
[/having fun]

Now, behave everybody.

Edited: Moved the pseudo-tags ;)

Edited 2006-06-01 09:35

Reply Parent Bookmark Score: 1

RE: Analysts Again
by Matzon on Thu 1st Jun 2006 07:38 in reply to "Analysts Again"
Matzon Member since:
2005-07-06

"ATI is a terrible company with terrible drivers and terrible customer service." - Troll.
Being a former Ati user and now a nVidia user I can say - without a doubt - that Ati drivers are on par - and even surpasses nVidia in many cases.
Because you have had some "issues" with Ati on linux doesn't make all their drivers terrible.

Reply Parent Bookmark Score: 2

RE[2]: Analysts Again
by segedunum on Thu 1st Jun 2006 11:57 in reply to "RE: Analysts Again"
segedunum Member since:
2005-07-06

Being a former Ati user and now a nVidia user I can say - without a doubt - that Ati drivers are on par - and even surpasses nVidia in many cases.

Then your experience is different then. My experience, and many others, with ATI is that they produce inadequate drivers for their hardware when compared with nVidia, on Windows and especially Linux, and the software that they bundle is badly thought out, of poor quality and can create stability problems. While other hardware vendors don't have spectacular customer support (and none are whiter than white), ATI's attitude is really one of 'well, you bought the product so we don't really care at all' and it pervades all that they do. The bundled software as an afterthought without commitment to quality is an example.

It's not trolling, and it's not my fault if peoples' experience and perception of ATI is like that. I suppose it's up to them to change it.

Because you have had some "issues" with Ati on linux doesn't make all their drivers terrible.

I've had too many issues with ATI on Linux *and* Windows. Just because you didn't have issues, doesn't mean many other people didn't either. And a lot have if you bother to search around.

Edited 2006-06-01 12:01

Reply Parent Bookmark Score: 0