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Intel preuzima Nvidiju?

Prvo ATI i AMD, a sad NVIDIA i Intel, monopolu nikad kraja
 
Ma nema sansi... NVidia se nece dati...
 
Malo teže, Intel je već ionako monopol ... neće proći regulative tako lako kao što je AMD sa ATIjem, zatim jaka Nvidia kojoj to srednjeročno nije od interesa, a i previše novaca fali Intelu.
 
Ako je AMD mogao od banke da dobije pare za kupovinu ATI-ja (5.4 mlrd $), onda bi mogao i Intel nekako da skrpi ~2.1 mlrd $ za nVidiju. Tako da pare nisu problem. Pitanje je da li Intel zeli da kupi NV, da li NV zeli da bude prodana i da li bi ta kupovina prosla antitrustovske i ostale antimonopolske komisije i time dobila zeleno svetlo.
 
silverglider je napisao(la):
Ako je AMD mogao od banke da dobije pare za kupovinu ATI-ja (5.4 mlrd $), onda bi mogao i Intel nekako da skrpi ~2.1 mlrd $ za nVidiju. Tako da pare nisu problem.
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Cenish?
prema Rojtersu:
"Terms of the possible deal are unclear. Nvidia’s market capitalization is currently nearly $11 billion, which means that the company may be sold for $14 – $15 billion, whereas Intel Corp. only has $7.64 billion in cash currently"
 
Otisao sam na sajt nvidije i u delu za investitore pogledao financial information izvestaj iz aprila '06. Tu je dakle sama nvidija sabrala vrednosti objekata, kesa i ostalih kratkorocnih potrazivanja. Ako lazu oni, onda lazem i ja.
Moguce da tamo nije navedena vrednost patenata i ko zna kojih drugih stvari, koje potencijalnom kupcu mozda i ne trebaju (ukoliko planira da filtrira sta ce dalje da pravi, a sta da batali).

A na stranu to sto 1) kupac ne mora da kupi sve, nego samo kontrolni paket akcija i 2) sto procena vrednosti nvidije ne mora biti kupovna cena - potencijalnom kupcu to sve moze vredeti vise ili manje od te cifre.
 
Nedjo je napisao(la):
Cenish?
prema Rojtersu:
"Terms of the possible deal are unclear. Nvidia’s market capitalization is currently nearly $11 billion, which means that the company may be sold for $14 – $15 billion, whereas Intel Corp. only has $7.64 billion in cash currently"
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I meni je bilo cudno da ATI bude skuplji od NV, ipak je NV jaca kompanija...
 
Mare je napisao(la):
I meni je bilo cudno da ATI bude skuplji od NV, ipak je NV jaca kompanija...
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"Jaca" moze da se gleda po n faktora; da li je u pitanju ukupna vrednost, revenue tekuce fiskalne godine, pokrivenost trzista, broj prodatih primeraka (u posebnim oblastima - cipsetovi, gpu-ovi itd). A NV definitivno nije dominirala po svim ovim pokazateljima da bi moglo da se samouvereno kaze "jaca u svakom pogledu".
 
ne verujem da je vrednos Nvidie ~2.1 billion

Oct. 4, 2006 Market Closed
Common Stock Market : NASDAQ-GS
Last Sale $ 31.08
Change Net / % 2.78 9.82%
Best Bid / Ask N/A / N/A
1y Target Est: $ 29.88
Today's High / Low $ 31.09 / $ 28.26
Share Volume 24,346,352
50 Day Avg. Daily Volume 10,884,318
Previous Close $ 28.30
52 Wk High / Low $ 31.88 / $ 15.255
Shares Outstanding 352,513,000
Market Value $ 10,956,104,040
P/E Ratio 35.32
Forward P/E (1yr) 24.28
Earnings Per Share $ 0.88
Annualized Dividend N/A
Ex Dividend Date N/A
Dividend Payment Date N/A
Current Yield N/A
Beta 4.08
NASDAQ Official Open Price: $ 28.28
Date of NASDAQ Official Open Price: Oct. 4, 2006
NASDAQ Official Close Price: $ 31.08
Date of NASDAQ Official Close Price: Oct. 4, 2006
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source:

http://quotes.nasdaq.com/asp/SummaryQuote.asp?selected=NVDA&symbol=NVDA

one more:

http://news.yahoo.com/s/zd/20061005/tc_zd/190542

http://www.boston.com/news/local/ma...vidia_shares_surge_amid_takeover_speculation/

BOSTON, Oct 4 (Reuters) - Nvidia Corp. shares climbed more than 8 percent on Wednesday amid speculation the graphics chipmaker could be acquired by Intel Corp., traders said.

A spokeswoman for Intel, the world's No. 1 chipmaker, declined comment, saying her company doesn't comment on market speculation. A spokeswoman for Nvidia could not be reached.

Nvidia shares rose $2.32 to $30.62 in afternoon Nasdaq trade. Some 20 million shares changed hands, about double the three-month daily average.

Investors have been speculating that Nvidia might be acquired since July, when Advanced Micro Devices Inc. agreed to buy Nvidia rival ATI Technologies Inc. for $5.4 billion. Rumors of such a transaction resurfaced on Wednesday, spreading quickly across Wall Street trading desks, according to three options market participants.

"There is speculation that Intel will make an acquisition announcement tonight," said Bill Lefkowitz, options strategist at brokerage firm vFinance Investments in New York.

Investors bought up call options contracts, hoping to profit from a surge in Nvidia shares if the company is acquired at a premium to its current share price.

Before noon more than 33,500 Nvidia calls were traded in the U.S. options market, more than twice their normal volume over the last 20 trading days, according to market research firm Track Data.

Some observers said that they doubt Intel would buy Nvidia because it's too expensive. The company has a stock market capitalization of about $10 billion, which means it would demand a far higher price than what AMD is paying for ATI.

AMD's purchase of ATI allows the Intel rival to enter a new market as it currently doesn't make graphics chips.

An Intel acquisition of Nvidia wouldn't have that appeal because Intel already sells graphics chips, an area where it has been expanding by hiring engineers specialized in that field, said Pacific Growth Equities analyst Satya Chillara. Additionally, Nvidia Chief Executive Jen-Hsun Huang isn't ready to hand over control of the company, Chillara said.

"There are psychological, emotional and financial variables at play," he added.
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Poslednja izmena od urednika:
Ma naravno da nije 2.1 milijarde! Jer da jeste odavno bi 'vidija bila kupljena!
 
pa naravno.... pocetna cena bi bila sigurno 10-11 billiona....

ne verujem da ce intel da se odluci na taj korak...

AMD's purchase of ATI allows the Intel rival to enter a new market as it currently doesn't make graphics chips.

An Intel acquisition of Nvidia wouldn't have that appeal because Intel already sells graphics chips, an area where it has been expanding by hiring engineers specialized in that field, said Pacific Growth Equities analyst Satya Chillara. Additionally, Nvidia Chief Executive Jen-Hsun Huang isn't ready to hand over control of the company, Chillara said.
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Poslednja izmena:
Valjda 10-11 milijardi? Njihov bilion je kod nas milijarda 🙂
 
Pitanje je da li kompanija A moze da kaze da nece da pude kupljena od kompanije B. To mi ni dan danas nije jasno. Postoji nesto sto se zove neprijateljsko preuzimanje.
I za ime sveta prisetite se jezika koji govorite. Kakvi crni bilioni???
 
Ma šta još tražite ovde? Pravo u kladionice! 🙂
 
Pa tesko da ce nVidia da napravi svoj X86 CPU. Izgleda da ce biti podele po taborima:
1. AMD/ATI
2. INTEL/Vidija

S' tim sto ako chipzilla "asimilira" vidiju, od vidije nece ostati nista! :d
 
Mislim da bi za bolje razumevanje ove teme bilo dobro pročitati sledeći text >>> KLIK
 
ne volim ni sto se ati stopio u amd, ali ovo bi bre bilo previse, sta je sledece, intel kupi AMD i imamo jedanog proizvodjaca za sve.
 
e samo pitanjce .. jel se govori o dokapitalizaciji gde ce da postanu vecinski vlasnici ili nesto drugo?
 
Ma gde ima dima, ima i vatre. I ATi se otimao, pa shta bi?
Ako Intel kupi nVidiu onda se pozdravite sa nForceom za AMD.
 
Iako zvuci moguce,nece se desiti(bar moje misljenje).Jednostavno ,intel-u ne treba Nvidia!Na stranu sto bi intel morao da pozajmljuje $ kad je vec u buli.Ja mislim da ce oni da furaju svoj dizajn GPU-a ,koji na nase iznenadjenje moze da ispadne vrlo dobar 🙂
 
moze biti ali ne mora da znachi... ako intel hoce da ima dobru grafiku to sigurno nece moci za kratko vreme... mislim da je istorija pokazala koliko su dobra njihova graficka resenja (da ne kazem gpu), i cisto sumnjam da moze tek tako iz vedra neba pa u rebra da iznedri neko iole kvalitetno resenje koje bi bilo na nivou ati ili nv uzdanica.... pobogu pa nije to mrezni kontroler ili sl...
 
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