Who is the real threat?Perhaps it is Intel that should be worried about ATY? Intel has a monstrous market cap created because they could produce Pentium chips and sell them for exorbitant prices with little competition for many years. With the prices for the processors plummetting along with their margins, they are being pressed to find other methods to help support their revenue and growth.
ATY has made their investment in Chromatic Research, they have no long term debt, lots of cash, strong cash flow and earnings and a huge R & D dept. They will inevitably release a new SOAC soon and since they blow Intel out of the water in the graphics arena, I feel they will be a force to be reconed with. I believe the graphics quality is a serious component of any desirable computer device. The way things are going, the graphics chips are becoming as complex or more than the processor. There is no question the most common usage for new computers with be internet related. What is more important in this area? There is no doubt it is the graphics! Who should really be afraid? All JMHO! Cheers!!!