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

To: fastpathguru who wrote (213678)	10/16/2006 11:00:55 AM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

fpg, I think ATI acquisition (and as a result accelerated development of CPU-GPU on the same die) puts more pressure on AMD process development, as far as timing of migration to more advanced nodes. These multi-core CPU + GPU cores will be large. Shrinks to the next note will be important. I may be completely wrong, but quad core CPU will be a plateau as far as number of CPUs (except the servers), so one are where surplus transistors went will not need much. OTOH, GPUs are insatiable as far as the transistors are concerned, so the race pack more transistors on a die will continue... Joe

To: fastpathguru who wrote (213678)	10/16/2006 12:53:18 PM
From: plantlife	Respond to of 275872

ATI also has a presence in HDTV and in Cell Phones. This will be a big advantage to AMD in consumer electronics. Also, Spansion and Geode can play a part the ATI CE products. AMD has a license for TMTA's Efficeon Technology which is also gathering dust on a shelf somewhere, for a reason not yet announced. There are options which we can't even guess at, but the technical synergies of these two companies would likely lead to things which have not yet been done, especially with the SOC Geode line. IMO, ATI's creativity will spice up AMD's products.