principle

Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns

Intel doesnt have to make a great graphics card for it to be a success, thats the beauty of it. Intel can just make it and sell it cheaper to system builders for all of the baseline systems that want something more than an IGP, or additional display ports. Its beautiful for Intel to increase margins for each PC sold, while squeezing Nvidia out of the low end to mid market completely, since AMD isnt going to use Nvidia cards. Nvidia is also being completely squeezed out of the IGP market with Nvidia not allowing Nvidia to build chopsets for Nehalem, so no more Nvidia IGPs in Desktops or laptops, unless Nvidia starts making their own systems with better processors than their using in their netbooks now. Nvidia can have the performance crown for the ridiculous amount they charge for it, but they are going to need to come up with a really good strategy very soon or they are going to lose half of their business.