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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST
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To: Joe NYC who wrote (214958)10/25/2006 11:22:28 PM
From: eracerRead Replies (2) of 275872
 
Re: I just did not envision the way for AMD to get there would be by spending some $5 billion. I am sure many posibilities were considered, and the time to market and IP issues must have weighed heavily. The cost of inaction, being late, or with inadequate solution also needed to be considered.

I'm sure there would be a cost for inaction or being late. Some view the ATI purchase as a vehicle for profitable growth. On the other hand it could be more of a means of survival, in which case relatively meager profits are a better alternative to red ink.

I think feasibility is what determined the course of action.

I do too. That is why I believe the first generation of integrated GPU may be of little value for AMD investors.

The high end discrete graphics is getting into >100W territory, with insane memory bandwidth. Something big has to happen to enable addressing the high end business.

AMD will need to transition to XDR or similar high-bandwidth solution if they want a fast integrated GPU to use system memory. A high-end GPU of today like the 7900GT would probably use 30W or less (minus the memory power requirements) and use 60 mm^2 die area if manufactured on 45-nm SOI. The ATI equivalent would be somewhat larger and warmer, but still doable. Unfortunately high-end today will probably be low-end mainstream by late 2008 or early 2009.
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