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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Joe NYC who wrote (199673)5/31/2006 11:24:39 PM
From: grimesRead Replies (2) | Respond to of 275872
 
Joe re : "I think the main attraction would be integration of mainstream graphics on the CPU."

I am way over my head on this subject, so bear with me, but isn't the design and production of graphics processors highly specialized - an area where AMD brings little to the table? This being the case, how does it further AMD's business to attempt to supervise the integration of ATI logic into AMD chips when various other solutions (NVDIA eg) are available 'off chip'.

Is an alternate possibility to form alliances with ATI, NVDIA, etc to tightly couple graphics processing capability to AMD processing complexes via cHT links? These alternatives are available to AMD without spending $ 4 bil + and incurring the myriad distractions that would attend the speculated aquisition.



To: Joe NYC who wrote (199673)5/31/2006 11:25:55 PM
From: combjellyRespond to of 275872
 
"I think the main attraction would be integration of mainstream graphics on the CPU."

Don't discount access to a cutting edge process. The first one to go will have a significant edge in performance and power consumption.



To: Joe NYC who wrote (199673)6/1/2006 5:01:59 AM
From: PlisskenRead Replies (1) | Respond to of 275872
 
Actually that's a point where the coprocessor approach would be more sensible. The die area required (and yield issues implied) by integrating graphics onto the CPU are non-trivial.

However providing a dedicated HT link might be quite compelling.