NVIDIA to acquire MATROX???

[SilveRRIng]

É um artigo de opinião, de estudo de mercado, mas altamente especulativo. Fica pela leitura interessante.

O artigo tem 3 páginas, esta é uma das partes mais interessantes:

NVIDIA has significant room for growth in the professional broadcast market as well as in the medical imaging market. While NVIDIA could try to buy out separate companies to address these two markets, Matrox is the one-stop shop for this sort of problem. Since Matrox is a privately held company, it is unclear how much Matrox is actually worth as a company. That said, Matrox has failed to produce any new graphics core logic since the Parhelia. In fact, the G550 core is still found in Matrox products today; the G550 is nothing more than an upgraded G400 with dual-texture-units per pipeline and small modifications. The Matrox G400 is an NVIDIA Riva TNT2-era product. We’ve seen seven iterations of NVIDIA GeForce hardware since then! It’s not unreasonable to believe that Matrox’s market value is low enough where NVIDIA can afford the acquisition.

A smaller, but still tangible benefit would be that the acquisition of Matrox would open up the door for a Canadian R&D center for NVIDIA. While it’s still 7 hours away from ATI’s headquarters, it’s possible that NVIDIA has failed to recruit key talent from Canada who do not want to move to the United States. As long as Matrox is “cheap enough” to acquire, the benefit to NVIDIA is clear. They gain instant market share in two high-margin growth opportunities where their existing technology (Quadro) can be augmented.

O autor baseia-se apenas numa mera análise de mercado e numa frase do CEO da nvidia, penso que nem rumores existem sobre isto. Do ponto de vista do end-user seria interessante ter o know-how da Matrox de volta, embora não directamente. Seria um pouco como a 3DFx, já que não podemos ter produtos directamente, pelo menos que estes conhecimentos estejam ao serviço de alguém que não somente os mercados especificos em que a Matrox se envolve actualmente.

Fica a thread para o futuro ou enterrada para sempre...

Fonte