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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Qgent who wrote (82676)	1/20/2009 9:09:12 AM
From: mindykoeppel	Respond to of 196938

AMD gives up mobile graphics to Qualcomm electronista.com AMD on Tuesday said it has sold the core of its Imageon mobile graphics business to Qualcomm. The roughly $65 million deal gives the chip design company the intellectual property rights, the option of hiring related AMD workers, and other resources. It effectively puts AMD out of the handheld video category, leaving the company to focus on desktop and notebook graphics for its Radeon line. Qualcomm describes the buyout of the mobile graphics division as a step towards improving its system-on-chip line, which powers many cellphones and handhelds and should improve significantly in 2D and 3D performance once AMD's technology is integrated into its hardware. Qualcomm builds both the cores 3G and eventually 4G cellphones and also targets netbook-level performance with its Snapdragon processors. AMD interprets the sell-off as an opportunity to center its attention on its most successful businesses and is allowing the partial acquisition just days after it said it would cut 1,100 jobs to turn around the company's sinking fortunes. The company continues to struggle against Intel in the computer market and is only now releasing more competitive processors such as the Phenom II even as its Radeon HD line is performing well.

To: Qgent who wrote (82676)	1/20/2009 10:47:12 AM
From: slacker711	1 Recommendation Respond to of 196938

I'm not sure how easy it is to change over to PowerVr. I dont have a clue either. I just know that Q's MSM7xxx series generally lags the graphics performance of the OMAP/Marvell based handsets. I have read some explanations that indicate that it is Q's implementation and not the general architecture, but I dont have the background to say whether this is true or not. Regardless, improving the performance on the graphics side is going to be hugely important going forward. I have to assume that grabbing AMD's employees should help them speed this along....and of course, keeping it out of Broadcom's hands is a nice bonus. Kudos to Q for a nice use of $65 million. I hope they are looking for other opportunities as well. Slacker