• Ashraf Eassa
    It is clear that $INTC needs to acquire $NVDA, but there is no way in heck that the company could go for less than 2x current price.
    4/10/13
    Reply (14)
    • Bob987654321: Why would you say that ? Intel is clearly closing the gap and focusing on GPU ?!
      4/10/13
    • Zeus2012: It will never happen for anti-trust reasons.
      4/10/13
    • Charles Margolis: Not sure if it would violate anti-trust or not... it'd be a great idea
      4/10/13
    • TruffelPig: Anti-trust? Intel has dominated more before.
      4/10/13
    • Zachary Schenk: AMD no way, but nvda may have a chance to get through anti-trust. But don't see why intel would buy them, when they catching up fast
      4/10/13
    • theoptionrider: question Ashraf, don't you think this IDC data has been baked into $INTC? I say it dips tomorrow and then runs up
      4/10/13
    • SA Editor Samir Patel: I don't think it would violate anti-trust given the plethora of competitors, but I don't think NVDA mgmt would go for it.
      4/11/13
    • Ashraf Eassa: I think $INTC gets slaughtered tomorrow...but I'm the eternal pessimist.
      4/11/13
    • wigit5: I've been saying intel should buy nvda for years... it just makes so much sense if they really want the CPU/GPU to be more integrated. Both
      4/11/13
    • wigit5: are best of breed in their respective areas.
      4/11/13
    • Hydropex: Genius, just genius...
      4/12/13
    • Zachary Schenk: Ashraf, intel has barely been in the gpu space and has already almost caught up to nvidia. Why would they want to buy them.
      4/13/13
    • Zachary Schenk: The Haswell GT3e is supposed to be on par with gt 650 knocking off most of their mid teir cards. You see anandtech's analysis?
      4/13/13
    • Ashraf Eassa: @Zachary - caught up in what sense?
      4/13/13