AMD-ATI Merger Analysis

By David Johnston
Contributing Writer, RealTechNews

The AMD-ATI merger has now been made official (subject only to a vote by ATI shareholders) and there are many stories about the subject floating around trying to make sense of it. Why would AMD burn its bridges with nVidia? Why would ATI partner with AMD and risk losing it’s business with Intel? These are just two of the many questions that have left most people scratching their heads in wonder. However, a great column by Charlie Demerjian at the Inquirer has ventured to answer all of these questions with great clarity and accuracy. Here’s an excerpt:

The net effect is good for ATI, good for AMD, and good for everyone else, including all the current AMD partners. For all the analysts, deep breaths, think of your happy place. This is not bad, not bad at all, in fact it is very good. Breathe. If it doesn’t happen, well, sell your AMD stock, it is done for.

Read the rest of the article here.

Source: the Inquirer