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Technology Stocks : ATI Technologies in 1997 (T.ATY)

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To: SBHX who wrote (3815)7/26/1999 5:13:00 AM
From: Sleeperz  Read Replies (1) of 5927
 
As with any company there is company politics. You have to tow the
company line. With Intel the uP is #1. You cannot have Intel design
a graphics chip that is more powerful than the uP. So Intels upper echelon had the graphics boy design a chip that was dependant on the
uP. Probably why alot of the REAL3D people left Intel.

In all reality the graphics chip needs a coprocessor. Rendition had one in the works (Conspiracy Project), but was bought out by Micron. Intel invested in MICRON too. hmmmm.

I also heard that ATI hired all the key real3D engineers a while ago, so the standalone graphics strategy of intel is unlikely to have any legs anyway. (I still think the i740 was badly designed and implemented, but ASIC engineers are hard to find). The i810 or i810e is still < 1/2 of current top graphics chip performance (and <75% of S3 savage4), if the 3D minimum performance bar rises, then the i810
family will have very little market.

If the bar stays fixed, standalone graphics chips days are numbered. I'm still rooting for killer app(s) showing up. W/O a killer app that needs a PIII to run, even intel's days will be numbered.
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