http://www.theinquirer.net/default.aspx?article=33185
 
AMD and ATI to ask shareholders for merger approval  
 
Monday's news today
 
 
By Fuad Abazovic: Friday 21 July 2006, 13:53
 
ACCORDING to an extraordinarily reliable source, AMD and ATI will on Monday pitch their shareholders with the proposition that the two companies merge.
It's an interesting idea - AMD doesn't quite have the shekels in the bank to buy ATI outright. The deal, subject to shareholder approval, may still founder.
 
If the deal goes through, Nvidia and its SNAP partnership with AMD will definitely be reconsidered and Nvidia will all of a sudden become a super underdog compared to the new juggernaut. It may also stop the endless bickering between ATI and Nvidia that's entertained the world+dog for some years now.
 
AMD will be glad to get its hands on ATI's very profitable handheld division. The firm needs good chipsets and will also benefit from a great consumer digital chip segment. It will also like the integrated graphics business and will now get a piece of this action. µ

5455.1  
http://www.theinquirer.net/default.aspx?article=33175
 
AMD's Dresden, New York fabs could make GPUs  
 
If necessary
 
 
By Fuad Abazovic: Friday 21 July 2006, 09:55
 
ORDINARILY, YOU have to design a GPU for the specific Fab in which you intend to build it. Therefore you have the chips such as ATI's RV515 which is the TSMC chip and RV516, which is the UMC version. It is interesting that both chips have the same specification but the Fabs are not compatible and neither is able to make a chip designed for the competition's fab.  
We hear that both Fab 36 in Dresden and the planned AMD factory in New York State could be capable of producing GPUs, if necessary. Both ATI or Nvidia, as potential customers or as a part of the new AMD, would have to heavily redesign their GPUs to produce them but the bottom line is that it is possible. Of course, AMD would have to have some excess capacity to accommodate either.  
 
ATI could start making R700 derivates to fit the needs of AMD's fabs and we are quite sure that R800 and its derivates could be designed for a potential AMD Fab from day one.  
 
It would take time but it would be possible. But just to underline it could be done. This may shed a new light on the potential acquisition whispers. µ

This is heating up...even though its still all INQ rumours
 
I guess we will know on monday...
 
i put some feelers out to all the big sites to see what they have heard...

It's the INQ FFS, forget those morons...

 
 
With all of their talk abotu partners and collaboration, this would be a bad move. How can they merge with ATi when nVidia just released the business platform for them.
 
I may as well go with Intel if they do this. It'll just lead to more isolation and hard feelings.
 
Hopefully Fuad is smoking crack.

 
Some idiot last week was ANALYZING( ) the market and stated we won’t see AMD shares below $20. Look what happened today!  AMD is seeking alliance with Zergs to boost the stock market this Monday. AMD, honey, suck it up and send out those K*Ls sooner.

we will see monday ...

 
 
That's true. AMD may setup some strategic partnership for chipsets but nVidia would shyt a brick right on AMDs head if they merged with ATi.
 
Fuad's on crack.  
 
Where would AMD be without nForce? Or VIA?

hard to beleive AMD is  down 13% overnight. Oh BTW Lordpoop is 0-inch or his tween.

its funny you mentioned VIA....
 
AMD needed VIA bad to launch the Athlon...there was no NFORCE chipset at the time.
 
But did AMD stay loyal to VIA and freeze out NVIDIA from making the NFORCE
 
No... good thing they didnt
 
same thing with ATI
 
being too loyall in business its bad for business
 
If The ATI merger makes sense for AMD ...then pull the trigger

That's nonsense. If they are really pitching this to their shareholders on Monday, AMD MUST inform their shareholders now, or well before Monday. At the very least, they must have said something during their Q2 results announcement yesterday. It's legally required. AMD is a publicly-listed company - they can't do things like this without informing the market.

so you have to ASK the shareholders well in advance if u can  ask them for a merger agreement?

 
No if you are asking shareholders to approve something as big as a merger, you need to call a shareholders meeting and you MUST give sufficient notice to them, probably around 2 weeks in advance and you have to send out circulars to them explaining the deal, terms and the reasons. If they are only planning to announce that they are in discussions with ATI on Monday, it is highly unlikely that they could have gotten away without saying anything at the results announcement only yesterday. That would be very bad management and I doubt a company like AMD would sneak up on the market like this. In any event if there is truly something like a merger announcement coming up on Monday, their stock would not be hitting its 52-week low today. If there is something really going on, it would not be so soon after the results announcement yesterday.

 
 
they didn't merge with nVidia. nVidia just had a better chipset. The merger has not been mentioned by either company, so I doubt it. Originally the first chipset was AMD760, VIA came along and then SiS, nVidia and ATi.
 
nVidia won fair and square and even though ATi is improving they owuld be foolish to take that on. It would take a hit on Fab costs probably and would cause nVidia to remove alot of their support for AMD platforms.
 
Bad business move anyway you look at it. or at least anyway I look at it.

So....basically what you're saying is that it's okay for AMD to follow dirty business practices, but Intel is the only one who does anything dirty...as has been argued in these forums for the last few weeks(AMD Lawsuit). It's hilarious the way AMD is worshipped as moral, etc. but i guess they aren't either.    
 
    You fanboys are such hypocrits!!  

you read that ...i took it as a shot to INTEL and that i said AMD is morally good
 
 
u need to lay off the meth my friend...atleast take a few hours off

IMO AMD really needs this to happen.
 
I have never owned an AMD machine because almost every AMD machine I build has had issues and they are all chipset related.
 
VIA chipsets have issues using some ATi video cards and don't OC worth a damn. VIA needs an enthusiast platform. I've also had customers with USB scanners that would not work on a VIA USB controller.
 
nVidia has yet to fix their data corruption issues and compatibility with many modern hard drives (esp. Seagate and Maxtor). They still deny the issue when referring to their new 500 series chipsets and blame it on the hard drive manufacturers. Also, their onboard hardware router in the south bridge corrupted internet downloads when installing the software and using default settings. At least they ditched that.
 
Many commercial capture cards for security cameras will only work with Intel chipsets. Something fishy there. I think if AMD had their own chipset, they could pressure more companies into supporting their products.
 
AMD needs to have complete control over at least one platform to ensure one as compatible and reliable as Intel's is on the market at any given time.
 
I don't think it would be bad for the market as other chipsets would always exist as an alternative. Plus, it might pressure 3rd party chipsets companies to fix their problems.

Welcome to the Horde....you're now an honorary member. You may now say the stupidest things you want, that are irrelevent and make no sense, and being a Horde member is your excuse. Let the mouth diarrhea continue.

 
I don't see why they couldn't announce on monday intentions to merge.  Shareholders can still reject the plan if they so choose.  These mergers can easilly take a year to close.