One of our investor friends asked for my opinion about ATI"s chipset business and here is pretty much what I said to him.
I saw some early sample boards at CeBIT with some nice features but not perfectly stable yet, as the bugs get fixed.
ATI and Intel have a special agreement to cooperate and some people have even suggested that Chipzilla helped the firm build its chipsets.
Both firms have some powerful partners and good OEM channels which they can use to gain acceptance in the marketplace.