Nvidia kills GTX285, GTX275, GTX260, abandons the mid and high end market

[bunnyfubbles]

Originally posted by: Compddd
Recently Charlie has been close on what he posts hasn't he? This would be bad for nvidia if true

it would be bad for everyone (except maybe AMD)

 

[BenSkywalker]

When you say ATI what do you mean by that?

He means ATi. AMD splits them out in their financial reports so you can see how they are doing as a segment. For the past year at least, ATi has generated less total revenue then nV has spent on R&D alone.

 

[OCGuy]

Originally posted by: BenSkywalker

When you say ATI what do you mean by that?

He means ATi. AMD splits them out in their financial reports so you can see how they are doing as a segment. For the past year at least, ATi has generated less total revenue then nV has spent on R&D alone.

I wasnt so much referring to gross revenue as net, which I believe equals a loss over the last 4 quarters.

 

[Janooo]

Originally posted by: OCguy

Originally posted by: BenSkywalker

When you say ATI what do you mean by that?

He means ATi. AMD splits them out in their financial reports so you can see how they are doing as a segment. For the past year at least, ATi has generated less total revenue then nV has spent on R&D alone.

I wasnt so much referring to gross revenue as net, which I believe equals a loss over the last 4 quarters.

Well, where do you count chipsets? They were original ATI product.
The chipsets numbers are not under the graphics division, they are accounted under processors. So we can not tell if original ATI products are loosing money.
It seems that overall ATI (GPUs + chipsets) products are in black.

 

[OCGuy]

Originally posted by: Janooo
Well, where do you count chipsets? They were original ATI product.
The chipsets numbers are not under the graphics division, they are accounted under processors. So we can not tell if original ATI products are loosing money.
It seems that overall ATI (GPUs + chipsets) products are in black.

Maybe you should call them and tell them to report differently?

It seems like if they could report the numbers in a better light, they would be doing it already.

 

[GaiaHunter]

Well on the other hand despite being on the red, ATI tempo seems to be increasing ever since the 3xxx series, especially if the reports that puts the next generation of ATI in the market before the end of 2010 are accurate.

 

[Rezist]

Well if ATi can post better numbers that just means that AMD is going to look worse, the profit if there is any is in there. Maybe they think that if they make both look not so horrible is better then one looking ok and the other terrible?

That being said I don't think ATi is bank rolling much from the 4000 series despite great sales thanks to narrow margins, I have no doubt there cheaper to make then there GT200 competitors but they can't be THAT much cheaper.

 

[Wreckage]

Originally posted by: SlowSpyder


AMD.

Nvidia.

I'm assumming you did not even read the links you posted.

From the first one......

The ratings service said in a statement that its rating for AMD relates to the company's "inconsistent and weak operating profitability, its challenged market position in microprocessors and uncertainties with respect to ongoing disputes with Intel Corp."

Like I said. Good Luck.

 

[Aenslead]

Originally posted by: OCguy
It is always the same 2 or 3 people that post Charlie rants as fact.

*sigh*

I'm sorry to say so, mate, but this pice is real. NV will NOT be shipping any more GTX260/275/285 to OEMs.

The reasons are NOT true. But the title is.

Cheers.

 

[exar333]

Originally posted by: Janooo

Originally posted by: OCguy

Originally posted by: BenSkywalker

When you say ATI what do you mean by that?

He means ATi. AMD splits them out in their financial reports so you can see how they are doing as a segment. For the past year at least, ATi has generated less total revenue then nV has spent on R&D alone.

I wasnt so much referring to gross revenue as net, which I believe equals a loss over the last 4 quarters.

Well, where do you count chipsets? They were original ATI product.
The chipsets numbers are not under the graphics division, they are accounted under processors. So we can not tell if original ATI products are loosing money.
It seems that overall ATI (GPUs + chipsets) products are in black.

Definitely, since you feel that ATI is "in the black" they must be.

 

[exar333]

Originally posted by: GaiaHunter

Originally posted by: ExarKun333
Seriously, I doubt Nvidia would abaondon the mid and high-level market without replacing their SKUs with new ones (Fermi, etc). If this is the case, then there was not abandonment anyway, it's just a natural product cycle.

Should be have a thread titled "AMD abandons 50% of the high end market" when they axe the 4780X2 and "just" have the 5870 on the high end?

These threads are borderline rediculous.

Curiously though, if you read the posts of this thread no one or barely no one is predicting the end of nvidia or hyping the "article" as pure truth.

All the threads that seem to pop in this forum are just based in a simple fact: it is the first time since the Radeon 9700 vs the FX5800 that ATI arrived in the market before Nvidia.

That is why people are speculating - some of those speculations are just wilder than others.

The fact that this is something to be talked about just proves that Nvidia as an excellent reputation and people are surprised ATI arrived first.

I just don't see the point. Who cares who releases first? Was the Phenom better than the i7 because it launched first? No.

Hopefully some actual cards get released soon, so we can get back to comparing real numbers than trying to keep (fruitlessly) discussing ythe economics of each company when no one on the forums is qualified to really do so.

 

[GaiaHunter]

Originally posted by: ExarKun333
I just don't see the point. Who cares who releases first? Was the Phenom better than the i7 because it launched first? No.

Well if the phenom was actually better than the Core2Duo you can bet it would matter and ppl would care - or maybe not with Intel being so frigging huge.

So it isn't because ATI launched first - it is because ATI atm has the fastest GPU on the market and the 2nd fastest too, btw. Last time ATi had the fastest GPU was like the X1900 vs the 7900? That was like 2006?

Hopefully some actual cards get released soon, so we can get back to comparing real numbers than trying to keep (fruitlessly) discussing ythe economics of each company when no one on the forums is qualified to really do so.

That is what happens when there is no cards from the other competitor - ppl talk about economics.

On the other hand, if the EOL of the GT200 is accurate it can be because the GF100 is due to be released soon and so we will have stuff to talk about.

If it is because they simply aren't competitive enough and no point losing money on them, well I guess we will be talking about economics and marketshare for a while.

 

[DefRef]

I guess no one here reads Hard OCP because they asked nVidia for comment and they said:

Hi Kyle,

Thanks for asking.

There is no truth to this. Charlie has become a sponsored site of his sole advertiser. It's no coincidence his website looks like an AMD ad.

Please let your readers know, and let us know if you have any more questions.

Thanks.

Not that this will silence the rabid nVidia-hating ATI fanchimps in the least.

 

[GaiaHunter]

Originally posted by: DefRef
I guess no one here reads Hard OCP because they asked nVidia for comment and they said:

Hi Kyle,

Thanks for asking.

There is no truth to this. Charlie has become a sponsored site of his sole advertiser. It's no coincidence his website looks like an AMD ad.

Please let your readers know, and let us know if you have any more questions.

Thanks.

Not that this will silence the rabid nVidia-hating ATI fanchimps in the least.

"Charlie lies and he is paid by AMD" followed by Charlie's response "That is the same guy that is paid by nvidia and said the card wasn't a fake and then a few hours later said it was a fake".

If one isn't credible it isn't like a PR from any company is the pinnacle of truth either.

 

[Wreckage]

Originally posted by: DefRef
I guess no one here reads Hard OCP because they asked nVidia for comment and they said:

Hi Kyle,

Thanks for asking.

There is no truth to this. Charlie has become a sponsored site of his sole advertiser. It's no coincidence his website looks like an AMD ad.

Please let your readers know, and let us know if you have any more questions.

Thanks.

Not that this will silence the rabid nVidia-hating ATI fanchimps in the least.

That's low even by AMDs standards.

 

[Genx87]

Originally posted by: GaiaHunter

Originally posted by: DefRef
I guess no one here reads Hard OCP because they asked nVidia for comment and they said:

Hi Kyle,

Thanks for asking.

There is no truth to this. Charlie has become a sponsored site of his sole advertiser. It's no coincidence his website looks like an AMD ad.

Please let your readers know, and let us know if you have any more questions.

Thanks.

Not that this will silence the rabid nVidia-hating ATI fanchimps in the least.

"Charlie lies and he is paid by AMD" followed by Charlie's response "That is the same guy that is paid by nvidia and said the card wasn't a fake and then a few hours later said it was a fake".

If one isn't credible it isn't like a PR from any company is the pinnacle of truth either.

Or we can use common sense.

Since when does any player completely leave the market? At the very least they will be replacing these with another product.

 

[DefRef]

Yeah, but nVidia is a publicly-traded company and if they're planning on quitting their bread-and-butter line of business - think: "Ford to stop making cars and trucks; abandons wheeled vehicles market" headlines - then to lie on this scale would lead to class-action lawsuits by the megaton.

I have no idea who this "Charlie" character is, but he sounds like he wants to snatch the title of "Most Unhinged Nvidia Hater" from the Inquirer. They act as if Nvidia stops by every morning after INQ go to work, bangs INQ's wife, shoots INQ's dog, and drinks all of INQ's beer, then does it again before INQ gets home. Of course, there is a large audience of slavering ATI mavens hungering for the death of Nvidia, so they'll get the hits they seek.

 

[Wreckage]

Originally posted by: DefRef

I have no idea who this "Charlie" character is, but he sounds like he wants to snatch the title of "Most Unhinged Nvidia Hater" from the Inquirer.

He used to work for the inquirer. Clearly the ads on his page indicate his motivation.

 

[BFG10K]

Another denial: http://techreport.com/discussions.x/17717

 

[Red Irish]

Originally posted by: BFG10K
Another denial: http://techreport.com/discussions.x/17717

Last paragraph:

While we'd take all of the speculation with a grain of salt, we wouldn't be so quick to discount Charlie entirely?despite his history of badmouthing Nvidia. SemiAccurate got a fairly good estimate of Fermi's release schedule way back in July, and the die-size estimate wasn't too far off from our own. We'll wait and see.

So there may be some truth in Charlie's speculation?

 

[Janooo]

Originally posted by: Genx87
...
Or we can use common sense.

Since when does any player completely leave the market? At the very least they will be replacing these with another product.

That's correct. The new products are coming.
Let's find out what they are.
Honestly, what is the 40nm GT200 product and when it's going to be here?

 

[wwswimming]

http://www.nvidia.com/object/geforce_family.html

that would leave them with 9800's & 8800's ?

i don't think so.

 

[Fox5]

Originally posted by: wwswimming
http://www.nvidia.com/object/geforce_family.html

that would leave them with 9800's & 8800's ?

i don't think so.

Those may be their only cost competitive products. AMD may have taken the Intel approach here, cut prices so much that you eliminate your own bottom-line, but at the same time basically force your opponent out of the market. Though in AMD's case, they still had to continue producing processors, even if at a loss, since they couldn't just scale back orders since they also owned the fabs. Nvidia does have the option of cutting products that can't be sold profitably.

 

[SlowSpyder]

Originally posted by: Wreckage

Originally posted by: DefRef
I guess no one here reads Hard OCP because they asked nVidia for comment and they said:

Hi Kyle,

Thanks for asking.

There is no truth to this. Charlie has become a sponsored site of his sole advertiser. It's no coincidence his website looks like an AMD ad.

Please let your readers know, and let us know if you have any more questions.

Thanks.

Not that this will silence the rabid nVidia-hating ATI fanchimps in the least.

That's low even by AMDs standards.

I went to his site to see what ads he has... I see 4 ads, 2 are for AMD (TigerDirect and ZipZoomFly), 1 is for some Fly-Spy website, and the last is for Biohazard Computer Systems that advertise Nvidia products on their front page.

 

[lopri]

I don't see a single ad there. Kaspersky FTW.

Originally posted by: Fox5
AMD may have taken the Intel approach here, cut prices so much that you eliminate your own bottom-line, but at the same time basically force your opponent out of the market.

When did Intel cut prices so much that it eleiminated its bottom line? Just curious.