amdman

Intel Stumbles in Discrete PC Graphics Market

The really funny part of this fantasy graph is when you click on it and get the graphs for all the other parts of NVidia, strait slope down for all of them but this one.
Of course this graph is at least one quarter out of date, as it does not have ATIs new chips just introduced which have been crushing NVidia in sales and benchmarks for Desktop Discrete Graphics.
Apple was half of NVidias integrated graphics sales, but Apples new iMacs now also use ATI. Tech sales collapse.

Cramer's Lightning Round - Nvidia's Chart is Bad? Oh, Please (10/14/09)

ATI is offering chips half the size of NVidia with four times as many vector pipes. ATI supports DirectX11, NVidia finally added DirectX 10.1. Look at how Intel is able to squeeze AMD with a 5% performance advantage, ATI has a 50% advantage and lower costs.

Galaxy GeForce 210 and GT 220 Review - NVIDIA 40nm GPUs hit consumers
www.pcper.com/article....

Nvidia kills GTX285, GTX275, GTX260, abandons the mid and high end market
www.semiaccurate.com/2.../

Nvidia halts future Intel chipset development
www.reghardware.co.uk/.../

Nvidia roadmaps turn up: Ugly and devoid of hope
www.semiaccurate.com/2.../

ATI Radeon HD5870
www.theinquirer.net/in...

The whole list of ATI Radeon HD 5870 reviews
www.theinquirer.net/in...

NVIDIA: The More Volatility, the Better

Graphics is moving onto the CPU chip, in two years 80% of NVideas business goes away. AMD has ATI, Intel has its own graphics chips on the low end and Larrabee on the high end. Nvidea only hope is that Intel wants them, and is willing to buy them for 10 billion, when Intel was not interested last year when NVidea was at 5 billion. (I pointed this out, and obviously I missed a double when this dead cat bounced, but I was in AMD and got a triple.)
Some might bet on Vista/Windows7 minimum graphics requirements rising all boats, but its been two years, so you get twice better graphics for the same price anyway.
CPUs are faster than most people need, this is why Intel will always ship most of its CPUs with crappy graphics, so people have a reason to upgrade. This also moves most of the ASP/profit to Intels bottom line, as opposed to others.

AMD: Expenses Must Be Aggressively Reined In

The key for AMD is market share (without reduced ASPs) and they know it.
At 30% market share AMD becomes insanely profitable, and Intel becomes a break even company headed to $3. With those volumes Intel loses its monopoly leverage, and AMD becomes immune to Intel pricing actions.
Intel knows this as well, which is why they broke anti-trust laws to keep AMD below 20% market share.

Nvidia's 3D Glasses: Amazing New Gaming Accessory

Eye blanking glasses are expensive/annoying and have already lost the 3D war to cheaper/better polarized glasses. Hollywood has chosen, go see any 3D movie in the theater and see the quality.
Two years from now most LCD TV screens you buy will support polarized glasses 3D.
The only cost is a polarize film on the TV, LCDs are already 120 herts and progressive scan, the other two technologies you need. (A 60 hertz interlaced tube TV gives horrible 3D results.)

Why I'm Buying Micron- Part II

DRAM technology is reaching the limits of how small the capacitors that hold the charges can be scaled down. Other technology has caught up so the embedded folk have moved the memory (EDRAM, etc) onto there own chips instead of buying separate DRAM chips.
In another ~2 years or so all the chip makers will switch to RRAM, which can be done as a top layer on existing chips.
DRAM is as dead as NVDA, a zombie on the chopping block once Intel moves graphics onto the CPU.

Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II

AMD is redesigning the ATI chips to integrate them into the CPU chip.
Intel is doing the same with its graphic chips.
NVidea has no future and is about to crater, which does not even count that ATI is crushing NVidea, and that NVidea will not have a competitive graphics chip for another year.

NVIDIA and the Big Chip, the Top Line and Gross Margins

NVidias chips are outdated and failure prone, they are losing market share.
Nvidia is out at Dell
www.theinquirer.net/in...

Why It Might Be Time to Go Long Nvidia Corp.

Both AMD and Intel are moving graphics onto the CPU, that leaves just the tiny and shrinking add in graphics board market to sell into. (Less than 10% of the PC market.)
The most likely outcome is NVidea getting sold to Intel at fire sale prices (~$3/share) for its patent portfolio when the company craters in two years.

Nvidia's Thermal Event

All Nvidia G84 and G86s are bad
www.theinquirer.net/gb...

As Nvidia Struggles, So Do AMD and Intel

All Nvidia G84 and G86s are bad
www.theinquirer.net/gb...