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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (297199)7/28/2006 10:50:59 PM
From: combjelly  Read Replies (2) of 1573541
 
"I mean the actual physical integration"

Oh, that. For me, when you mentioned integration I thought of the concept of integrating the graphics on the CPU.

Well, Hector has a great management team and AMD has improved a lot ever since Hector took over. ATI has some good IP and an excellent engineering staff. Their stuff has always been technically excellent. But project management and drivers have always been their weak point. Now AMD doesn't have a great track record on the software side, so that will be a challenge.

For the rest, from what I know the corporate cultures aren't too divergent. That generally makes integration smoother. I suspect that under AMD, ATI will ditch making their own boards, probably spinning them off. Actually, if they are smart, they will first expand the ATI board portion by adding motherboards. Then get some good industrial design people to do some low profile and small form factor systems like Shuttle does and some barebone notebooks like Asus and MSI, and then spin them off and let the new company keep the ATI brand. While this would create a competitor to their existing customers, it would make the new company more viable and it would give them a way to ensure there are motherboards and systems that implement AMD specific features that often don't get implemented or are implemented as a subset of Intel features, thus compromising their effectiveness. The spun off ATI could be worth a lot if they do it right.

ATI is located in Toronto. I happen to be quite familiar with the area, cost wise it is roughly on par with Houston. There are some great airports close and there are nearby universities to recruit from. The spun off ATI operations would have to coordinate with China and it is somewhat inconveniently located for that. But it isn't a killer.
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