Summary

1. Teaming of companies with two different products allows a more stable market. This is especially true if the companies make complimentary products. 2. Nvidia is known for its excellence in video hardware. AMD is known for fault tolerant and scalable CPU's. While these may seem similiar products they are not. AMD's expertise with CPU's would help Nvidia, and Nvidia's experience with video and gaming systems could allow AMD to compete and surpass Intel in the gamng market. 3. Bad times mean people like to have hobbies that allow them to "escape" the bad times, and gaming is one of the only growing sectors in technology. 4. I do urge caution. Unless this is approached with an open mind, and open eyes, the cultures will class and harm both enterprises.

Analysis

1. I have professionally analyzed AMD since 2000. I have professionally analyzed Nvidia since 2002.

2. I am intimately familiar with the cultures of both AMD and Nvidia.

3. I am external and independent of both firms and am sure of my objectivity. Due to my own in house regulations, I do not have money in either of these companies.

This author consults with leading institutions through GLG

Engage this author or other Technology, Media & Telecom experts
 
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.