dzoner
Banned
- Feb 21, 2010
- 114
- 0
- 0
Imho, NV's situation is not dire (what it lost in low-margin chipsets it can gain back and more in mobile/GPGPU in the long run; it also has a deathgrip on the professional graphics market; and though Fermi might not be making much money, it's competitive with ATI's offering and GF104 is doing a good job of holding the fort w/r/t market share). But NV is a troubled company, I agree. That's in part because NV's CEO is an arrogant jerk who seems to enjoy burning bridges, whether it's by calling out INTC publicly ("can of whoop ass" and intelsinsides.com, and who knows what he said privately before then), severing XFX from its AIB stable, or acting rather ambivalently during bumpgate (which contributed to NV losing contracts with Apple).
Going into direct competition with your own AIBs is a pure short term profit desperation move. There's no other way to spin it. Probably has to do with the numbers that are projected to appear on a not distant quarterly report without that move.
Nvidia in it's present form is in a death spiral.
