Riva 3D heeft een artikeltje gepost over de fusie tussen S3 en Diamond. Riva 3D kijkt in hoeverre dit gevolgen gaat hebben voor de positie van nVidia, voor wie Diamond een belangrijke klant is:
It's quite apparent that the trend in the graphics marketplace is to emulate ATI's success by combining the ability to design new chipsets, manufacture those chips, and then build and sell the cards to the public and OEMs for inclusion in computer systems. But to do this requires focus. S3 at one time was a very profitable company when their focus was specifically on the graphics market. They then attempted to diversify into other aspects of the market, which caused them to lose their lead and profitability. The merger between Diamond and S3 has been met with little enthusiasm in the stock market, as evidenced by the drop in both Diamond's and S3's stock prices after the announcement. Why? Because S3 is once again attempting to diversify (diversification was stressed quite often in the conference) which is what got them in trouble in the first place.All of this is actually quite good for NVIDIA. First, some might question why NVIDIA would not seek to acquire or be acquired, but NVIDIA is in the position of selling to anyone and everyone because of their independent status.
Lees 'm hier helemaal.
