C'mon guys, NV strategy is so obvious that I don't understant how some of you can't even see it! I'm not even in the hi-tech field (not as a main profession anyway) and even I can see it!
1. Intel has been attacking NV chipset business for years now. And now it has finally come to the point that Intel has broken NV's will. Intel has the money to drag this out for years if they have to, and while the issue is in court, NV's R&D will go nowhere. And by the time the court is done, NV will be so behind that it'll exit the chipset business anyway.
2. As of this point and going forward, NV's strategy is in GPGPU computing and mobile device computing. Ugh,,, isn't NV's GPU getting bigger with GPGPU stuff confirming this strategy? NV has not left the gamer arena yet,.. but I have no doubt that NV will eventually leave the enthusiast gamers in the dust for more lucrative markets in GPGPU computing and mobile device.
3. Intel will not NV off the radar from this point onward. Intel now sees NV as a direct competitor in the "computing" business, just like how Intel saw Transmeta was. And knowing Intel, they'll do everything in their power to cut NV out of anything that it could, even if it takes years. Some of you NV supporters were happy hat Larabee got delayed, saying asmusing stuff like NV still owns Intel... blah blah... well just keep in mind that Intel is in it for the long run and they have the money to outlast NV.
Now as for some of you saying AMD going bankrupt soon. Jesus you haven't learn a thing haven't you? There are a number of reason that AMD will not go bankrupt!
1)
Intel does NOT want AMD to go bk because this will only bring in the regulators. Intel would much rather compete with a weak competitor than with the regulators! Invetors hate regulators because regulators bring in a lot of uncertainty. The fact that Intel is licensing Havok to AMD for pretty much nothing is indicative that Intel does put in a half-assed effort to help AMD fend off NV.
2)
people have been saying AMD going bk for a LONG time now. Yet today, AMD is still alive, and in fact, AMD as a company today has a brighter future than it was 7-8 years ago, and it didn't go bk back then did it??
3)
I'm surprised that nobody has mentioned about Abu Dhubai money yet, or was it Arab money. How much was it? Oh yes, $5 billion of Arab money being pumped into AMD for a new fab somewhere in New York. We are talking about Arab oil money here, and where that money is coming from there are plenty of it left! Oil shieks have been making a killing in oil since Bush came into office, and continues to so even today. That oil money is going to have to be re-invested somewhere. In the past, Arab money traditionally don't venture into the high tech much, but lately with so much oil money to play with (even in this recession), Arab oil money are finding their ways into US techs. It's a growing investment trend all over the rich Arab world. Furthermore, there is a great desire in many Arab funds to acquire sound American tech companies because they would like to use the same technology to better their own societies too! Buying American tech companies is the cheapeast way for Arabs to transfer and integrate such technology into their societies. I can guarantee you guys that at the slightest hint of "bankruptcy", some Arab fund will swoop in and swap up AMD... like how they swoop in and grabbed a chunk of the American financials. One thing that AMD management has over NV management is that AMD executives seem to be well-connected to the Arab world. You know the saying..., who you know can be more important than what you know.
Now as a consumer, I would definitely want to see all 3 players, AMD, Intel, NV, stay competitive. Intel has the deepest pocket. NV also has cash but nowhere as deep as Intel. AMD has a tons of debt but they also have access to Arab money that we don't know about.