According to Q4 data, desktop sales were stalled and the suggestion for why we did not see a huge holiday season was that people were waiting for R600.
Where does it say that?
Show me where it says that in the Peddie report;
http://www.jonpeddie.com/about/press/2007/FirstLook_Q406.shtml
What it actually says is;
“Vista, ATI’s new part (the R600), and several new add-in boards (AIBs) from Nvidia are expected to pump up the declining desktop discrete market,” Peddie added.
Not that people weren't buying cards because of the R600. To blame the R600 when the G80 launches right into the biggest buying season of the year? C'mon, you're reading more into the report than is there.
Here's a few sites that comment on the same data and neither of them say R600 either;
http://www.xbitlabs.com/news/video/display/20070205075010.html
http://www.beyond3d.com/articles/q406gpumarket/index.php?p=01
That being said, integrated is still king in the overall market but this quarter should see Nvidia gain ground in desktop discrete.
This is based on what exactly? The same reasoning that had us believe that the launch of the G80 into the Xmas market would have nV increase their lead? Until the GF8600 launches I see no reason to believe anything will change this quarter, and then it's impact on next quarter depends alot on what else is out there. IF the GF8600 launches well enough in advance of the X2600, then we should see some major movement in these numbers, until then they are going after exactly the same markets they were last quarter, little has changed other than the addition of Vista which is also not doing as well as expected (although Office is doing Gangbusters).
Part of the reason for the increase share to AMD is in part from price drops and integrated notebook releases.
Right and the Discrete market has seen no price drops, right? :roll:
BTW, tell me integrated and mobile market has anything to do with changing the position of the discrete market where this discussion focuses it's attention? Seriously, you're reaching man.
Just like the article tries to sensationalise the delay by mentioning market share (why bother, the delay itself is news?), you're now talking about markets that are unaffected by all this.
The GTS-320 has a larger impact than the R600 delay. The killer change would be some serious DX10 apps hittin the market that would then cause the rush to upgrade, but with only nV demos to show, how much do you really think the market share will change? Heck I bet the GF7600 still outsells all the GF8800s combined 5:1 at least.