AMD: To Merge Or Not To Merge?

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teleclarke

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Mar 4, 2008
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Here's a curveball. Why doesn't Comcast move into the chip world? Comcast just threw a bunch of money at Clearwire for WiMax deployment, which is to provide one more avenue of pushing content. What if they controlled content, distribution and the end user's equipment via low-cost HTPCs, much like they control the cable box (for the most part, considering the failures of CableCard). This would be a scary situation for MS, Sony and particularly Nintendo (and likely the consumer :p). Bundle Gaming (via HTPC), VoIP over WiMax and cable/fiber, DTV and HS Internet. Vertical integration is the name of the game, not horizontal aquisition, i.e. IBM.
 
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Interesting article. One thing you didn't mention about an acquisition by NVidia are the significant regulatory hurdles to overcome, i.e., antitrust. Such a merger would create a pretty big monopoly in the add-in graphics market.
 
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