Horse sense is the thing a horse has which keeps it from betting on people - WC Fields
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Nvidia call options go bonkers
THERE'S BEEN A FLURRY of activity around Nvidia stocks as 2008 kicks off, with fresh rumours of a Graphzilla / Chipzilla union from hell.
The whispers appear to have been kick started by a report on Chinese television that Taiwanese board partners were gearing up for the changes. The speculation sent options trading in Nvidia into a spike, with 13,000 call options traded on Monday - the vast majority due to expire in less than three weeks, with traders betting that something big will happen to Nvidia's stock before the end of January.
The move would certainly explain a lot of the odd goings on in Satan Clara over the past few months. The roll-out of new chipsets for both Intel and AMD platforms has been repeatedly delayed, there has been a slip from the expected arrival of a new bleeding-edge graphics card, and the amount of activity going on in terms of briefing journalists and keeping the mill grinding appears to have slowed up. Many have attributed this to a lack of competition from AMD, but it's feasible that this is a by-product of chats with Intel.
Of course, such a buy-out, despite Intel's admission that it had already looked at - and dismissed - the idea, is still extremely unlikely. Especially given the fact that DAAMIT has proved less than capable at executing either in the core processor or graphics spaces, where both Intel and Nvidia have seen their market advantages strengthened. Indeed, since AMD bought out ATI, Nvidia's stock has grown 187 per cent.
But that obviously hasn't stopped many people betting on Chipzilla to take the plunge. Lord knows, it's not short of the cash - but is it willing for a shilling? µ
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the makers of that board game might kick up a fuss if Intel and nvidia merged, it would give them a massive share in the Graphics and chipset business......

if nvidia stopped making nforce chipsets for AMD CPU's. What would happen to AMD's market share or AMD itself

AMD would need help? (especially in the chipset market) a return to the game by Via?

Bigblue, samsung, or sun joining forces with AMD? 

who knows but if AMD dies, the average selling price of a PC goes up.

I'm not sure if Intel were even allowed to buy Nvidia. It would become too powerful and definitely crush AMD completely.
Why in the world would Intel buy Nvidia when it doesn't have to? For kicks? Just for the heckuvit?
From a business perspective, it wouldn't make sense for Intel to acquire Nvidia, in my opinion. Intel considers itself the most technically savvy semiconductor company and the intense NIH (not invented here) by Intel middle and lower management should the executives try to bring in Nvidia talent and ideas would cause much waste of time and resources as the two sides battled for supremacy. And the Intel insiders would end up winning such a battle as even the most powerful and savvy executive knows that success depends on having the troops follow your orders. And one of the quickest ways to lose the confidence of those you lead is to bring in an outsider, the implication being that you, the insider, are incompetent and the company needs to turn to outsiders to succeed.

No, if Intel does acquire Nvidia, it will be with the intent to bury it. Deep. Of course, would Jen be happy playing second or lower fiddle to Intel, or would he bolt and present a possible future challenge? After all, he did a successful startup of ONE graphics company, why not another?

Methinks some stock types are looking to artificially boost the stock price of Nvidia, then sell and take their profits. Happens all the time.