ATI to be takeover by a bigger company?

[kev13dd]

Yeah, 45% of the market with paper thin margins, I don't think integrated graphics is big business for Intel, rather that it serves as a way to sell their chipsets. Even if another company is selling chipsets cheaper, they'll need an external graphics card which would raise the pricec of the system.

20% isn't too thin of a margin. We normally consider ATI and Nvidia pretty close and they only changed 2% in a quarter. So the 20% margin over the 2nd place is pretty good, and 30% over 3rd place is even better

K

[Razor1]

20% isn't too thin of a margin. We normally consider ATI and Nvidia pretty close and they only changed 2% in a quarter. So the 20% margin over the 2nd place is pretty good, and 30% over 3rd place is even better

K


Well look at it this way, ATi's integrated division just picked up a good deal of market share which picked up last quarter if it was to show up now. So thier quarterly finacials would have also reflected this. They were in the hole last quarter they don't have much of a margin on these (could be less then 10% per chip set since thier competition is Intel which will have mass production and price cut availablity over ATi) as they do on thier discrete side. And the discrete market for ATi dropped quite a bit this last quarter.