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Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Who needs another graphics architecture? Braverman Consulting-BizDev and Futurist

April 5, 2009

Should Nvidia Merge with AMD? | www.rahulsood.com

AMD has ATI- a perfectly good graphics core technology The market isn't only PCs and notebooks AMD's demise has been 'news' for the past 25 years, yet they are still around, go figure. And yes, good companies lose good people all the time, that doesn't mean we should bury them prematurely.  Apple is a prime example of a company that we all wrote off, remember their Lisa and the Newton? But look at them now, not only moving 'i' hardware, but also doing the backstroke in the revenue stream of supplying content. Intel and AMD are a David and Goliath story, and it has been that way for a long time.  They aren't going to kill Intel, but every once it a while they get to bean them with a pebble and gain a better market position, like they did in blade servers.

Content is still King in video gaming: Braverman Consulting evangelizing tomorrow's technology

March 30, 2009

Videogame Start-Up Reaches Marvel Pact | online.wsj.com

Marvel extends its cachet of characters into gaming and the internet without having to make any investments as it did to expand into movies. Gazillion gains an existing marketing machine and branding engine with decades of experience and an extensive fan base that now transcends the gaming sweet spot of 20 to 30 year olds, from those baby boomer 60 year olds comic book aficionados to kinder-gamers in Spiderman diapers. Sound like a cash cow just waiting to be milked, to me.

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