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标题: 关于 AA 合并，这里的人都不看国外的评论么? [打印本页]

作者: xg513387369 时间: 2006-7-24 18:20
标题: 关于 AA 合并，这里的人都不看国外的评论么?
关于 AA 合并，这里的人都不看国外的评论么?
这里的人都不看国外的评论么?

对AMD&ATI合并案最大的担忧就是 intel 和 nv 两家了,这里说的好像这两家乐观其成似的。尤其是nv，看看华尔街的股票走向就知道了，普遍的分析是如果intel愿意收购nv对nv来说还是不错的出路，但是由于intel本身自己有vga产品线，而且传说马上要推出独立显卡，所以对于这条出路大家都不看好。
再看intel，目前台式机intel自有品牌的主板低端用的都是ati的芯片，笔记本产品中二者产品的合作更紧密。如果ati成功被amd挖脚，对于intel来说也是非常大的危害，尤其是在笔记本产品线中。

作者: dolphin0115 时间: 2006-7-24 18:22

原帖由 Todsin 于 2006-7-24 18:20 发表
这里的人都不看国外的评论么?

对AMD&ATI合并案最大的担忧就是 intel 和 nv 两家了,这里说的好像这两家乐观其成似的。尤其是nv，看看华尔街的股票走向就知道了，普遍的分析是如果intel愿意收购nv对nv ...

对nv的影响是显而易见的，但对Intel影响是非常有限的。

作者: iamjackyboy 时间: 2006-7-24 18:27
干脆nv把自己也卖给amd得了

amd一统图形芯片江山

作者: liangyi7788488 时间: 2006-7-24 18:30
好象就phk在那盲目乐观吧，没觉得大家都是在“乐观其成”呀？

作者: szbkad 时间: 2006-7-24 18:31

原帖由 farcrydemo2 于 2006-7-24 18:27 发表
干脆nv把自己也卖给amd得了
amd一统图形芯片江山

问题是AMD吃不起啊, 买NV要80多E啊

作者: jingyingfix 时间: 2006-7-24 18:33
倒不觉得
amd会放弃独立显卡市场
而nv会专心统治独立显卡市场

作者: cucugeorge 时间: 2006-7-24 18:35
NV卖INTEL干嘛？要卖也要卖IBM。

作者: 453565182 时间: 2006-7-24 18:39
回复 #9 人工置顶的帖子
你还真逗，人家 ibm连 pc整个都卖给联想了，难道还会来买个显卡玩？

作者: assfgh 时间: 2006-7-24 18:40
http://www.amd.com/us-en/0,,3715_14197_14198,00.html?redir=goBG01

已经主页都公布了

作者: erfzyi 时间: 2006-7-24 18:41
intel不掉他们的,怎么玩也出不了这个圈子....

nv的主办芯片是一个圈

能不能圈的更大,还得看有没有人帮忙一起下套子

作者: guangxz 时间: 2006-7-24 18:42
楼主欲盖弥彰，只不过为了掩盖自己的失望而以。
强强联合听说过，只有弱者才会被收购。
现在ATI就是弱者，一个喜欢ATI的人希望她被收购吗？即使她将来会过的很好。

作者: crystalsnowy 时间: 2006-7-24 18:42

原帖由 马甲被占用 于 2006-7-24 18:33 发表
倒不觉得
amd会放弃独立显卡市场
而nv会专心统治独立显卡市场

你认为amd有毛病么？钱多烧的？

作者: zfyx0 时间: 2006-7-24 18:43

原帖由 tianshan 于 2006-7-24 18:40 发表
http://www.amd.com/us-en/0,,3715_14197_14198,00.html?redir=goBG01

已经主页都公布了

天呐。真的这么快

作者: chaossuper 时间: 2006-7-24 18:50

原帖由 gfboy02 于 2006-7-24 18:42 发表
楼主欲盖弥彰，只不过为了掩盖自己的失望而以。
强强联合听说过，只有弱者才会被收购。
现在ATI就是弱者，一个喜欢ATI的人希望她被收购吗？即使她将来会过的很好。

多看看商业并购案再来说吧，不要什么都转到 fan不 fan上。

作者: scyj 时间: 2006-7-24 18:53
并购还是收购？？？？？？？？？

作者: zhou2222 时间: 2006-7-24 19:02
应该是收购。aa合并之后的新公司名字我看就叫AA MDTI

作者: biz1000 时间: 2006-7-24 19:04

原帖由 Todsin 于 2006-7-24 18:50 发表

多看看商业并购案再来说吧，不要什么都转到 fan不 fan上。

从商业角度来说Nvidia(N不是微软) 将来或许死在AA下面，那不重要。那时候肯定有人会收购n的。　NVIDIA这样的公司最惨的结局也就是底价被人收购，有那么多技术和专利肯定有人要啦。
其实也不是AMD不想要NVIDIA,是吃不下去。选择ATI也是有点无奈的。
　　

作者: wsy76543210 时间: 2006-7-24 19:08

原帖由 tianshan 于 2006-7-24 18:40 发表
http://www.amd.com/us-en/0,,3715_14197_14198,00.html?redir=goBG01

已经主页都公布了

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作者: jwsh 时间: 2006-7-24 19:08

原帖由 punk100 于 2006-7-24 19:02 发表
应该是收购。aa合并之后的新公司名字我看就叫AA MDTI

AMD-ATi联盟比较正常一些

作者: sanvo 时间: 2006-7-24 19:14

原帖由 gfboy02 于 2006-7-24 19:04 发表

从商业角度来说Nvidia(N不是微软) 将来或许死在AA下面，那不重要。那时候肯定有人会收购n的　！NVIDIA这样的公司最惨的结局也就是底价被人收购，有那么多技术和专利肯定有人要啦。
其实也不是AMD不想要NVIDI ...

ATi的市值在他收购的时候还升了点

作者: lizhiqiang810 时间: 2006-7-24 19:15
现在amd可是身上找不出一个铜板，外面还举债25亿，能度过扣肉这一生死劫再来侈谈下一步发展

作者: zhcr 时间: 2006-7-24 19:17

原帖由 九泉苍月 于 2006-7-24 19:14 发表

ATi的市值在他收购的时候还升了点

被收购方股票升值有什么奇怪的

作者: isyoubaby 时间: 2006-7-24 19:18

原帖由 gfboy02 于 2006-7-24 19:04 发表

从商业角度来说Nvidia(N不是微软) 将来或许死在AA下面，那不重要。那时候肯定有人会收购n的　！NVIDIA这样的公司最惨的结局也就是底价被人收购，有那么多技术和专利肯定有人要啦。
其实也不是AMD不想要NVIDI ...

对于amd选择ati而放弃nv国外的分析普遍看法是因为
1，ati 的产品线的跨度非常的大比nv广不少
2，市场份额高：英特尔占据了全球图形芯片市场39.1%的市场份额，ATI和NVIDIA以28.7%和19%的份额仅随其后，而AMD至今为止是零。
3，ati移动产品线是nv不可比的
4，ati和intel及ms的合作较nv要深不少
5，ati是ms xbox，老任 wii的提供商较sony ps3而言后势看好

作者: qzh008 时间: 2006-7-24 19:23

原帖由 Todsin 于 2006-7-24 19:18 发表

对于amd选择ati而放弃nv国外的分析普遍看法是因为
1，ati 的产品线的跨度非常的大比nv广不少
2，市场份额高：英特尔占据了全球图形芯片市场39.1%的市场份额，ATI和NVIDIA以28.7%和19%的份额仅随其后，而AMD ...

最重要的一条：AMD没有足够资本吃下NV。

作者: imw000 时间: 2006-7-24 19:33

原帖由 justinguo 于 2006-7-24 19:23 发表

最重要的一条：AMD没有足够资本吃下NV。

买东西总要知道为什么吧？如果真的nv是更好的选择，那amd不会连接触都没有接触nv而选择直接和ati谈的。另外没有钱也可以置换股权的。

作者: wkr96 时间: 2006-7-24 19:54
AMD应该收全美达呀。
终止了CPU生产的全美达如今市值小，利润高。
AMD应该收RAMBUS呀。
这个市值倒是不小了，但是利润也高，技术全部用的上，而且AMD把降低一部分授权金之后会被众内存厂当成英雄来拜。
AMD应该收Matrox呀。
Matrox要是没被收购，他的显卡我永远买不起的呀。

作者: emtianshi 时间: 2006-7-24 19:59
楼上的比较搞笑

作者: weiyimeigui 时间: 2006-7-24 20:00
看啥外国评论?自己也不是没有脑子

作者: mm81411796 时间: 2006-7-24 20:01
这帖子那么多MJ么？AMD这个时候吃下ATI，估计比K6时代还难熬～～

作者: shanlun522 时间: 2006-7-24 20:02

原帖由 clermont 于 2006-7-24 19:08 发表

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AMD & ATI: A Processing Powerhouse



On July 24, 2006, AMD and ATI announced a plan to join forces, in a transaction that will combine AMD’s technology leadership in microprocessors with ATI’s strengths in graphics, chipsets and consumer electronics. The result is a processing powerhouse: a new competitor, better equipped to drive growth, innovation and choice for its customers in commercial and mobile computing segments and in rapidly-growing consumer electronics segments. The transaction, valued at US $5.4 billion, is expected to close in Q4 2006 subject to approval by ATI shareholders, court approval, regulatory approvals and other customary closing conditions.

Headquartered in Sunnyvale, California with centers of excellence around the world, the new company will have a combined workforce of approximately 14,900 employees. This transaction breaks new ground for both companies and is expected to provide increased customer benefits in four key technology areas:

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As a combined company, AMD and ATI will develop commercial platforms that deliver simplicity, stability, and manageability in graphics-rich and mobile environments.


Mobile Computing
As a combined company, AMD and ATI will advance mobile computing by delivering integrated platforms that are designed to extend battery life while optimizing graphics and media processing.

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As a combined company, AMD and ATI will empower users to create and experience rich, immersive digital entertainment across multiple consumer devices, including PCs, handhelds, and digital televisions.

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As a combined company, AMD and ATI will deliver highly-integrated, low-cost, power-efficient solutions to meet the expanding demands of billions of new users in emerging markets.

AMD & ATI Merger Contact Information
If you would like to contact a member of AMD's Investor Relations or Public Relations team regarding the AMD & ATI merger you may do so by e-mail or telephone:

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作者: tottiea 时间: 2006-7-24 20:03

原帖由 Diamond.Ball 于 2006-7-24 20:02 发表

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Ima ...

说的什么?

作者: stcys 时间: 2006-7-24 20:09
NV有什么好怕　＃自己的SLI就是个招牌。
AMD会立刻断送SLI和NForce芯片系列带来的口碑和用开来的一种风气。
各个人YY的DFI的AMD板子，哪个不是用NV的芯片？再说，NV也没有说Nforce的主板不能用ATI的显卡-。-#
没有永远的敌人，也没有永远的朋友~丘吉尔这个老东西说过的　＃

作者: afei613 时间: 2006-7-24 20:20
芯片组上现在ati不如nv,但是合并后还会不如吗,芯片组还是自家的好,这也是amd收购ati的目的了

作者: zlj123321 时间: 2006-7-24 20:43

原帖由 谁人知我心 于 2006-7-24 20:23 发表

呵呵，自家的好也是希望多一些支持自己的盟友的，不见得一定要象INTEL一样一家独大的，特别是对于AMD这样的弱视竞争者。而且，在一段时间内，nv的芯片组的优势还会保持住，这段时间，AMD还是需要nv的

我 ...

ATi的显卡部门有多少值得NV要的？
除了移动市场的关系和服务器主板上的RAGE LT之类便宜货....
糟糕的驱动让FIRE GL简直就是一堆SHIT

作者: yunji2000 时间: 2006-7-24 20:47
以后amd的显卡恐怕要看好了
别的不说,r600的65nm工艺肯定没问题了

作者: redtnt 时间: 2006-7-24 21:08
名字叫AA－-请使用文明用语-算了

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