NVDA
Apple iTV – Intel and NVIDIA Inside
Anandtech released the first Apple (AAPL) iTV hardware teardown accompanied by excellent analysis. Here are my takeaways, aided by their astute photos and observations.
AMD buys ATI
What was rampant speculation (including ours) is now official– AMD (AMD) is buying ATI Technologies (ATYT), a Canadian maker of graphics accelerator chipsets.
Graphics acceleration is no longer for gaming freaks; the new version of Microsoft Vista contains advanced visual features dubbed “Aero” that demand more functionality than the standard video frame buffer can provide.
Continue reading
Wintegra – Following up on a Comment
I received a good question on the Wintegra Inc. (WNTG) post I made last week. I felt the response was worth a post on it’s own. Please remember this is not investment advice, and not a negative outlook on Wintegra as a comapny, just my opinion of something that needs to be considered when attaching a multiple and valuation to the company. References to Teknovus and Passave are in context with the previous post.
From “Watcher” –
I don’t really understand your Cisco example: according to your example Cisco doubled its purchasing from Wintegra in 3 years (2003-2005): 27% of $4.5M in 2003 to 10% of $19.5M in 2005: can you explain this again (why doubling sales to Cisco is a problem)?
You ask a good question. In the interest of brevity I oversimplified my argument. Let me explain in detail.
