More fuel for the ATI vs. NVidia fire

[VirtualLarry]

discussion thread on StorageReview

... of particular interest, this quote from Reuters:

LOS ANGELES, Aug 6 (Reuters) - Shares of Nvidia Corp. <NVDA.O> fell 32 percent on Friday, the day after the chip designer posted a sharp drop in sales, which were hurt by weak prices for its low- and mid-range products and lower than expected demand for advanced graphics.

The company's stock, which fell to a 17-month low, had been on a downward slide since June. It has been hurt by fears of market-share losses to Intel Corp. <INTC.O> for low-end graphics processors and to ATI Technologies Inc. <ATYT.O> for mid-range and advanced PC graphics parts, and analysts said those concerns were borne out by Thursday's results.

... and this, which I found very interesting ...

Alger said there was still some promise for the company but added in a note to clients, "(Nvidia's) revenue stream has essentially been stagnant since (the second quarter of 2003) even as ATI, its only real competitor, has doubled its revenues during the same period."

It sounds, at least superficially, that while NV has recently shown off some nifty high-end tech (NV SLI), they just aren't doing so well financially. I'm sure that the almost total paper launch of the 6800 Ultra cards didn't help either. Argue all you want about which is better in what games, but at least the X800 XT PE is available to purchase, and therefore ATI is making money. If the 6800U can't be found, NV can't make money. It's as simple as that.

 

[GordonFreeman]

I ain't an expert in the market but it looks like a buy to me. I would guess that until HL2 comes out, peoples gonna be buyin many flavors of 6800.

 

[MDE]

This just basically says that the FX series didn't do so well while people were waiting for the 6 Series and buying 9800 Pros like crack rocks.

 

[Vernor]

High end isn't where the revenue is.

When you release a POS like the 5200, even Joe Six-Pack will eventually figure it out.

 

[Acanthus]

Originally posted by: Vernor
High end isn't where the revenue is.

When you release a POS like the 5200, even Joe Six-Pack will eventually figure it out.

oh yeah the 9600SE was a lot better.

NVIDIA also has 5x as much share volume... so their company is still worth a LOT more than ATi.

 

[MDE]

Originally posted by: Vernor
High end isn't where the revenue is.

When you release a POS like the 5200, even Joe Six-Pack will eventually figure it out.

Who does Joe Six-pack get his computer info from? Ned the Nerd, who was buying ATI for the past year plus.

 

[Xentropy]

Originally posted by: VirtualLarry
at least the X800 XT PE is available to purchase

It is?!? Please, link us! There are hundreds of people on these forums waiting with bated breath for your supplier.

Not Pros, mind... XT PE's. X800 Pros are as common as 6800 GT's.