Summary
AMD already have ATI. Nvidia should stand alone and continue to innovate and compete with AMD and Intel.
Analysis
Analyst firm Forrester Research has revised its outlook for US tech spending in 2009 downward because of the economy, although they do believe growth in IT investment will resume in Q4 2009 and gather strength in 2010. This is not the time for consolidation of all chip companies. We need competition and innovation.
This author consults with leading institutions through GLG
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
