Nvidia on the slide

TKS

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Something most people do not give weight to when speaking of graphics cards is the financial ramifications that can effectively slice a card out of the market. Not having the available resources such as storage space, transistor access, or shipping methods will reflect directly to share price in the market. That being said...take a look at Nvidia's stock prices over the <A HREF="http://finance.yahoo.com/q/bc?s=NVDA&t=2y&l=on&z=l&q=l&c=" target="_new">past 2 years</A>. Its a safe bet that many shareholders would like to go back to the good old days. Interesting to note that in October 2002, which was Nvidia's lowpoint, ATI released the 9700 Pro in August and it began to generate momentum a few months later when orders were filled.

If you think the next generation of card from Nvidia is going to kick arse, I'd advise to buy now while you still can...but I don't think this will be the case. Especially when reading articles such as the one TheGreatGrapeApe posted <A HREF="http://www.notforidiots.com/ULE.php" target="_new">earlier</A>. It seems that upper management and lack of communication will be the ultimate downfall. Oh well...just thought I'd draw some attention to the financial side of things a bit...helps put some things in perspective.

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<b>It is always brave to say what everyone thinks. </b> <i>Georges Duhamel</i>

TKS
 

shadus

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I dunno it largely depends on alot of factors how well the next gen will do, realistically the FX line isn't THAT bad, it's just not in the league of the ATI offering. However that being said, ati is no more immune to fsckups than nvidia was. nVidia could release another killer generation of cards or ati could release a real dog either or would boost nvidia up quite considerably. Things change pretty quick in the graphics card industry... faster than most other computer industries really.

Shadus
 

cleeve

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Important also to remember that EVERY tech stock has taken it hard in the rump over the past 2 years which started with the dot bomb.

Slowly things are recuperating though...

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shadus

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Also, nvidia has trippled the stock and pretty much been on the rise continually since they bottomed. Wish I had bought some nvidia stock bout 7$/share... It's 21$/share now...

Shadus
 
However right now, and the next few months are HUGE for nV.

nV's nforce3 boards are turning out to not be the same quality vs their competition that the nforce2 is/was.

Their stocks have got up a bit as of late, but ATI's also went up even more(from under $5/share), so they are both in better situations than they sued to be (except way back before the dip). Their relative healths though have seen a decline by nV and a gain by ATI. nV is putting all their eggs in that NV40 basket on the graphics side of things, and ATI is somewhat doing the same with the R42X, but I don't think a misstep by ATI would be perceived as poorly as another failure by nV. And yes, that editorial by NotForIdiots, has definitely changed my view of the corporate culture of nV, and if they are that afraid to bring forth issues that could lead to major problems with the NV40. But I don't expect anything to delay that. It may indeed be lesser or far superior to the R42X, but I have a feeling that they will be very close.

The funny thing is that likely all the framework for the success or failure of the R42X/NV49 is already in place, and they already got some engineering samples starting to hit the lab. At this point it will either be last minute changes/fix or PR that will change the future.

But that's just my opinion.


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shadus

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Nod, I'd agree with that for the most part.

A flop on the NV40 now would be catastrophic for NVidia.

So long as ATi is on par and in the neighborhood they'll keep growing, they picked up alot of good pr this last generation of cards.

If ATi flopped it'd be bad but I think they'd probally recover, both companies are going to be putting it on the line this time I think and I think we'll probally see very competetive products in the end (which makes everyone happy! -- Except XGI and Matrox hehe)

Shadus
 
Just FYI, Matrox is out of the gaming business unfortunately.

It'll be interesting to see what the DeltaChrome and P-VR have to bring to the table. The Volari doesn't seem to be a threat unless there is a V9/10 right around the corner. Should those do better than expected missteps by both nV and ATI could be much more harmful than when their competition from SIS and Matrox couldn't even match their last generation of products.

An <A HREF="http://www.theinquirer.net/?article=12598" target="_new">interesting tidbit</A> at the Inquirer.

A pretty <A HREF="http://www.xbitlabs.com/news/video/display/20031109184316.html" target="_new">good snapshot</A> from XbitLabs.

Needless to say, 2004 should be interesting for the graphics market.


- You need a licence to buy a gun, but they'll sell anyone a stamp <i>(or internet account)</i> ! <A HREF="http://www.redgreen.com" target="_new"><font color=green>RED</font color=green> <font color=red>GREEN</font color=red></A> GA to SK :evil: