mapel110
2003-09-21, 02:56:27
http://www.beyond3d.com/forum/viewtopic.php?topic=8007&forum=9
Today analysts at UBS raised its target on ATI, citing that they "believe the prospects of Intel licensing ATI graphics IP" will lead to a "continued valuation expansion".
If this is the case, the question is what technology would Intel be licensing? It could be tied up with the future XBox technology deal recently signed, but it will almost certainly be Microsoft that will be licensing the technology for that directly from ATI. We've previously specualted on the ramifications that Longhorn may have on the integrated graphics market and what Intel will do in order to produce a DirectX9 integrated graphics chipset, capable of supporting the "Tier 2" DirectX9 desktop interface. It may be that Intel may choose to license graphics technology directly from ATI - this would ensure they have reliable DirectX9 core logic, but put them in control of the production costs.
ATI are getting ready to introduce their RS300 DX8.1 core logic chipset and its known they are working on a DirectX9 capable chipset. However, Intel is known to be aiming very much for the value market so there may be room for ATI's own chipsets to sit alongside Intel's chipsets with ATI graphics as ATI could aim for slightly higher integrated performance with a price premium.
Update: CBS Marketwatch Has another report further indicating that a licensing deal may indeed relate to chipsets: "Our discussions with PC manufacturers lead us to believe ATI and Intel will partner to build integrated graphics chipsets for Microsoft's upcoming Longhorn operating system"
Today analysts at UBS raised its target on ATI, citing that they "believe the prospects of Intel licensing ATI graphics IP" will lead to a "continued valuation expansion".
If this is the case, the question is what technology would Intel be licensing? It could be tied up with the future XBox technology deal recently signed, but it will almost certainly be Microsoft that will be licensing the technology for that directly from ATI. We've previously specualted on the ramifications that Longhorn may have on the integrated graphics market and what Intel will do in order to produce a DirectX9 integrated graphics chipset, capable of supporting the "Tier 2" DirectX9 desktop interface. It may be that Intel may choose to license graphics technology directly from ATI - this would ensure they have reliable DirectX9 core logic, but put them in control of the production costs.
ATI are getting ready to introduce their RS300 DX8.1 core logic chipset and its known they are working on a DirectX9 capable chipset. However, Intel is known to be aiming very much for the value market so there may be room for ATI's own chipsets to sit alongside Intel's chipsets with ATI graphics as ATI could aim for slightly higher integrated performance with a price premium.
Update: CBS Marketwatch Has another report further indicating that a licensing deal may indeed relate to chipsets: "Our discussions with PC manufacturers lead us to believe ATI and Intel will partner to build integrated graphics chipsets for Microsoft's upcoming Longhorn operating system"