>> CREAF could buy nVidia.
My vote goes with this one. The main advantage here is that it kills a lot of other players, eg. DIMD, Matrox, TRID, etc. Thereby creating a great value long term for all the remaining ones, i.e. ATYT, TDFX, and of course the new CREAF. S3 may also survive. The point being, that even though on the surface this may not sound like a good idea, over a two year period it will be a great idea. A good chunk of the industry will have a rather quick death and after 2 years, CREAF will be able to concentrate on profitability rather than price wars. Of course, given that I want to buy some TDFX, I am not sure if I want CREAF to do this <g>, but it is their best option IMO.
Sun Tzu |
