u_gonna_squeal_b4_we_cookya :
After actually reading that (and digesting some of the non-financial stuff) it would be pretty awesome to see Intel release a CPU with an on-die Geforce core instead of their crappy HD Graphics iGPU. I really could imagine a i5 Haswell CPU with a Kepler iGPU that had the equivalent power of a GT 640 or something. That would be one hell of a HTPC and an even better entry level PC. One of the main reasons why Intel is able to stick to their "tick-tock" schedule like it was a German subway system is because they have their own fab plants and unlike AMD and Nvidia don't have to rely on TSMC or Global Foundries. And I think the Steambox is going to hurt Microsoft more than anyone else if it becomes a huge success. It would eat into both the Xbox market and the Windows market. Right now, they require an Intel platform to run but they are planning on making AMD motherboards and CPUs compatible later on. I don't know about AMD GPUs though, that would just be dumb. But, being that Steam OS is based on Linux, it probably won't be too hard for someone to make a driver hack to get Radeons working on them. Also, I hope in that last paragraph you weren't using the work
kill in a literal sense. You did point out that he is a fairly young and healthy man.
LOL...I meant he wants to KILL their company like they killed his chipsets and is young enough to be around to see it if he stayed for 10-20yrs (it's no secret he loves graphics and what he does, with no sign of retiring). You can see he loves what he does every year when he gets on stage. But it's hard to get over that kind of crap (Intel killed their product line on chipsets, ouch) so he may just give them the bird and ride it out. Ideally as a stockholder I hope Intel makes the move. But as a end user this will move us back to PC's being $2000 for a decent one and $3000+ for great ones like the 80's and we'll slow to a crawl again as they take over everything running either x86 or multi-die shrunk 10nm NV socs (you skip the whole 20nm, maybe even 14 and make the first NV/Intel part 10nm). This will be aweful as users for us long term, pretty cool short term for many though on low-end and even power users for a time as we get 10nm gpus faster.
I hope people understand it was all about numbers and money in that mile post (LOL), not who I like as this would be VERY bad IMHO. This is the implications of a NVDA purchase by anyone here. Currently I wouldn't touch Intel stock, but if they buy out NV and can get by their HATE stage, I would keep my converted NV->Intel stock from the buyout for the future. I don't see how anyone but apple could change that story who are actively trying to kill x86 by removing Intel from the products, and moving iOS/MacOS into one ARM running OS at some point (iOS8 or 9 I think). They bought PAsemi (swift cpu came from it's engineers largely) and surely are working on an in-house GPU or will buy someone soon. I suspect IMG.L who is very good and VERY cheap. Google could change things also. I guess anyone buying NV can make some real changes happen, but the best guy that has a chance to abuse that is a person who already is dominant position in fabs and 90% of cpus on computers. Buying a great ARM soc, #1 GPU, stealing fab share forcing maybe TSMC to be a bit idle (gpus are big), getting a modem on chip sooner (you own T4i then too) etc. etc...If google bought NV they have motorola/nexus lines, and could put out a REAL PC instead of a chromebook then too. But they wouldn't have quite the shot that Intel would have unless they announce that & that they are breaking ground immediately on a FAB to make it all. With Intel, you have ARM power levels, NV gpus perf, on Intel process would be powerful. You have Intel hardware modem, or NV software modem. Intel cpu, or NV Arm denver cores etc...How do they lose with this move? Talk about choices and not caring how you win. Linux, Android or Windows, you couldn't care less then. You are covered every way that can win. SCARY.
Basically NV is ripe for the picking if they can get him to sell out (difficult with a person who is passionate about their business, not just doing to sell out later for billions). There are people who create companies to sell them for a billion when lucky and there are those who create it to RUN it forever and love it. I hope Jen Hsun is the latter and he seems to be or we go down this ugly Intel buying them road. We'd be ok as users for a few years until they dethrone everyone but eventually it's crap for pricing. I think it's the same for ANY purchase of NV from the dominant players. We want them as they are now or someone we don't want running the show will be ruling our devices like ATT etc rule our mobile experience. I hope they fail in their 100Billion bid or they get even more powerful and slow progress in mobile use even more (caps power goes up as the cap more countries then). There is a reason Reed Hastings (netflix CEO) sees them all as semi-friendly now but we may need regulation to stop them soon. He's right sadly if they get more lobbying power etc. Right now I'd rather see a google buy of NV as I think that gets us a good 10yrs of cheapo products with lots of power, vs. probably half that with Intel. All will turn evil eventually, but google probably lasts the longest as our semi-friend (no fab to totally rule and getting one would take a few years to enter the game, like apple will take a few years for it to matter). But INTEL? Dominance quickly with 10nm GPU's and SOCs via an NVDA purchase. That sucks. I fear there may be a price (2Bil? 3Bil?) that would make Jen say, screw it, you can have my company. Intel could pay $18B on the purchase and 2-3B to Jen (netting him 10x his current wealth maybe) an laugh pretty quickly after 2015 and 10nm everything. ARM or x86, Intel wins a LOT of crap with both in house and the top gaming gpu. At the same time they could root for Android/Google and finally get to stab Microsoft with hardware (both are FRENEMIES, but they really hate each other and want to rule it all). They have never figured out how to take each other out, but have fired many shots at each other.
It's comic how all of this is like watching a HUGE soap opera play out...ROFL. Who hates who more? Or enough to try to use NV to kill old enemies? Google, MS, Intel, Samsung are all potentials for various reasons. MS owns a phone now, but no fab so it would help but not sure they win either without a fab at some point. Getting VERTICAL as much as possible is the name of the game now and that make NV worth it to all of these if they can't beat them with the gpu they have moving to mobile (which is like a Qcom modem dominance of the past). Samsung or Apple can do this with barely 2Q's of profits. Nothing to them for what it gains you immediately in gpu share, great SOC, Denver for xmas with 64bit etc. Qcom totally overlaps with NV so a waste. But apple/Intel/Samsung needs a great gpu/modem (intel has a modem on die at some point, but NV gets it quicker). All would love their gaming experience and cpu overlap a little wouldn't matter to Apple/Samsung (they can afford that), for Intel they gain a ARM soc too.
If Intel buys I know who wins and have a pretty easy stock move as they are a perfect match. The other 3 are very interesting and would confuse the crap out of me without a lot of homework and thought on how it turns out. Which is where most of this came from, we just got Intel/AMD's quarterly reports so I posted this stuff out of all that info produced for me. Hope it helps someone else make money, or tear it apart so I get smarter if I'm missing data. Samsung would have a decent ride here too, but Intel has the whole x86 side to totally hedge bets here. Nobody has that AND great fabs but Intel. Any buyer of NV at worst enhances their chance to survive as mobile changes our world. But Intel is almost a shoe-in if they make a move soon. Can they get over the hate or pay to get Jen over it? Hmmm.....Exciting times. Is the move to better iGPU in a HUGE portion of pc's over the next years worth Intel pricing us to death at some point? Not sure. I think it's bad as I buy high end, but good for low end people which all get upgraded by a far better IRIS rev2 or whatever. I think it would be much higher than a 640. Imagine on die Volta for a second, as even Maxwell has HSA now (and cuda6 supports it too in prep for maxwell)
😉 I'm thinking you get 750+ like perf at 10nm maybe more and the implications are huge. It will be better than AMD's APU on gpu and be 10nm. Look at Kaveri for an idea of a 10nm Broadwell with Maxwell inside. Intel would surely be able to double whatever NV thinks they'll have in volta on die mem with Intel's 10nm right (check out Iris already with crystalwell)? Volta supposed to be 16/14nm, now it become 10nm over night...LOL. WOW. Exciting yes, but I fear the worst in the end. How would qcom etc fight a 10nm ARM soc from Intel?
I really hope to get more posts like yours looking at the data, rather than the LMFAO who has no point
😉 Thanks for chiming in. Then again a dozen of those just tells me I'm right, there is no argument that can be made. I don't quite understand what he's LMFAO about? AMD lover? Is he an Apple lover? What was his problem with the post? He an Intel hater or something else? Maybe he means they hate each other so much it can't be done? Is he laughing because he thinks I'm crazy or totally gets how Intel could easily rule here? ROFL. I'm confused. Every time we get to quarterly reports season I go over my stock picks again (you have to or get burnt). I posted this here because some of the financial sites don't produce more than fanboy posts, so I take shots here too. Surely there are some techies in here with money in this stuff and unlike financial people, more of YOU people understand the actual tech involved so have a different perspective than a Q report reader to some extent I'd hope.
http://www.phonearena.com/news/Nvidia-Tegra-K1-smokes-the-iPad-Air-and-Snapdragon-800-in-graphics-benchmarks_id51322
Two die shrinks (which is what Intel would give here) would surely take out more than the 740m right? I'm thinking a 20nm version already catches this (maxwell version, don't know if Denver will be 28 or not at xmas), let along Intel's 14 or 10nm.