• Some users have recently had their accounts hijacked. It seems that the now defunct EVGA forums might have compromised your password there and seems many are using the same PW here. We would suggest you UPDATE YOUR PASSWORD and TURN ON 2FA for your account here to further secure it. None of the compromised accounts had 2FA turned on.
    Once you have enabled 2FA, your account will be updated soon to show a badge, letting other members know that you use 2FA to protect your account. This should be beneficial for everyone that uses FSFT.

What will happen to nvidia?

I see that reading isn't one of your strong points. They do have declining market share in chipsets, and declining sales of their video cards. The declining sales is affecting ATI as well, it's what the market for the product is right now. As the United States slips further into its recession the market will decline further, which makes price all that much more important.

One thing we don't know is exactly how profitable the 9800GTX+ is for nVidia. They just did a major price drop on the product and will likely drop its price again, as ATI can be extremely competitive on price. I'm already seeing 4850s here in Canada selling well below MSRP, and that's something that rarely happens.

CUDA is interesting but hardly unique to nVidia. ATI has their own version as well, and I would hesitate to say there's a currently a large market for it. The market may develop, but nVidia will hardly be the only player.

If you've been an nVidia shareholder for any length of time you've already seen big losses on your investment, so your argument there doesn't hold water. Feel free to try again though.


Please point to any numbers that nvidia is losing video card sales, they are not, they still maintain a 2:1 adv over amd, this will not change.

The amd design has nowhere near the gt200. first of the 256 bus is too narrow and limiting for the applications that would use cuda, its simply a waste to spend a ton of money for ddr5 when both speed and quanity are both an issue. the chip is so big because they devoted so much space to stream processing. You view of the world if far too narrow. The 9800gtx+ will do just fine for nvidia to mantain marketshare. the 9800gtx+ is based on a design that already paid for itself and its on 55nm, decide for yourselves if you think they will be making a profit on it. nvidia dominates amd chipsets, and it will get the intel license (courtesy intel rightly fearing the ongoing doj invesitigation and the drooling eu on the sideline just waiting to pounce). If you sold your stock, all i can say is i don't know what your thinking. there are only going to be two players in the cuda market, intel and nvidia, right now nivdia has the edge, and its alot more cost effective to buy nvidia than intel. As other posters have remarked, nvidia is quite undervalued right now.
 
Age of Conan doesn't play well with SLI.

As do a boatload of other titles...don't play nice with multi-GPU...

.oO(I wonder why people post to you when they KNOW they are your on ignore? *shurgs*)
 
It'll be business as usual. NV isn't going anywhere :)

QFT.

before too long nvidia will release another mid-range card and people will yell "omg what will happen to ATI".

some people tend to forget that from the business perspective all this isn't as religious as it seems to be from an enthusiasts point of view. :p
 
QFT.

before too long nvidia will release another mid-range card and people will yell "omg what will happen to ATI".

some people tend to forget that from the business perspective all this isn't as religious as it seems to be from an enthusiasts point of view. :p

AMD been getting its azz kicked for over a year and they still here

Nvidia is getting its ass kicked for a few months and people say they closing they doors

lol

too many Nvidiots who blindly buy and defend them for that to happen
 
Nvidia's fine. I don't know why people automatically assume that as soon as Nvidia has any actual competition, they are doomed. All it means is that they will have to price competetivly. I figure that they will probably release a revision with GDDR 5 and smaller busses, once it becomes cheaper / more available. Besides everyone who wants to spend 650$ on *the very best* will still have to go Nvidia. It's simply business as usual back on the GPU front.

[quiote]The amd design has nowhere near the gt200. first of the 256 bus is too narrow and limiting for the applications that would use cuda, its simply a waste to spend a ton of money for ddr5 when both speed and quanity are both an issue.[/quote]

...that's not how it works.

/facepalm
 
Lets see.... AMD... 52 week High16.19

Current market price... 5.95. or down 63%. Nvidia is off only 52% off it's 52 week high.

This was the last rating change on Nvidia.

Cowen Starts NVIDIA (NVDA) at Outperform

Last I checked it was at 70/30 outpreform/underperform.

This stock is undervalued, it is the time to buy.

Also, the value of the stock of a company has no dealing with the operations of the company when the company is not issuing stock.
So, It looks like you're very much convinced that it's time to buy NVDA.
And if you really get swayed by the analysts "recommendations" then good luck!
You'll need lots and lots of it...
 
So, It looks like you're very much convinced that it's time to buy NVDA.
And if you really get swayed by the analysts "recommendations" then good luck!
You'll need lots and lots of it...

It's funny, stock analysts are usually wrong.

Think about it. If they are right why would they just be analysts and earn salary?
 
I've got some nVidia stock and it is underperforming right now, on the cusp of being downgraded. But that has little to do with it's discrete graphics business and just the market punishing all semi-conductor stocks.

nVidia won't be going anyhwere anytime soon, but this will give ATi/AMD a much needed boost. And while I love my rig right now, I have a 4850 on the way to play with as well. A real tech enthusiast is not a brand loyalist, but a perforamnce loyalist and ony a fool would deny that ATi did some cool stuff with the 48xx series.
 
Please point to any numbers that nvidia is losing video card sales, they are not, they still maintain a 2:1 adv over amd, this will not change.

The amd design has nowhere near the gt200. first of the 256 bus is too narrow and limiting for the applications that would use cuda, its simply a waste to spend a ton of money for ddr5 when both speed and quanity are both an issue. the chip is so big because they devoted so much space to stream processing. You view of the world if far too narrow. The 9800gtx+ will do just fine for nvidia to mantain marketshare. the 9800gtx+ is based on a design that already paid for itself and its on 55nm, decide for yourselves if you think they will be making a profit on it. nvidia dominates amd chipsets, and it will get the intel license (courtesy intel rightly fearing the ongoing doj invesitigation and the drooling eu on the sideline just waiting to pounce). If you sold your stock, all i can say is i don't know what your thinking. there are only going to be two players in the cuda market, intel and nvidia, right now nivdia has the edge, and its alot more cost effective to buy nvidia than intel. As other posters have remarked, nvidia is quite undervalued right now.

They may have a 2:1 advantage, but overall sales numbers are down. I've been looking for the article I read about it, it was very detailed. If you look at nVidia's income statement this becomes very apparent (reduced shipments = less money).

Let's wait until we start seeing benchmarks on this, I'd be surprised if it's that big of a hindrance. The chip itself is far too large, I'd be shocked if nVidia came out with a bigger chip in the future. The yields must be terrible on such a large chip, and that greatly increases cost. That's why ATI decided to keep theirs small and scalable. The R700s are far cheaper to produce and that's an advantage that nVidia will never meet.

What we don't know is how much it costs to produce the 9800GTX GPU and what nVidia sells it for. They sell it for much less then they did a couple of weeks ago, so their profit per unit has been reduced. The research has been paid for, certainly, but there are still costs in production for nVidia, and fixed costs such as patent royalties. They'll need a lot more than the 9800GTX+ to simply maintain their market share, the R700 is a great product and it works on the Intel chipset boards that enthusiasts are buying now. People buying cheap PCs at Best Buy probably aren't ever going to upgrade the video card, let alone bother with SLI (if it has a SLI chipset).

nVidia no longer dominates AMD chipsets, and they haven't for quite some time now. Once existing contracts expire the PC makers have been switching to AMD for that service. Instead of dealing with two vendors for CPUs and chipsets they now only have to deal with one, and that improved efficiency helps their bottom line. Not to mention that AMD will be able to give them a better price if they buy a chipset with a CPU, and they can offer their graphic cards at a better price too.

Intel forced Via out of the chipset market, and they can do the same thing to nVidia. They won't refuse to grant them a license, but they can make the royalty payments so expensive that it would be hard to make a profit. The DOJ will take years to do any investigation, and they still have to take the case to court. By the time a judge found them guilty nVidia would be long out of the market.

What was I thinking? I sold at $34 (at a nice profit), and it's now $19. I would be losing money on nVidia right now - you do the math. As far as the stock goes, Intel is still a great investment because they pay regular dividends (nVidia doesn't).

My view of the world is hardly narrow, I find it to be realistic and it serves me well.
 
nVidia won't be going anyhwere anytime soon, but this will give ATi/AMD a much needed boost. And while I love my rig right now, I have a 4850 on the way to play with as well. A real tech enthusiast is not a brand loyalist, but a perforamnce loyalist and ony a fool would deny that ATi did some cool stuff with the 48xx series.

QFT
 
So, It looks like you're very much convinced that it's time to buy NVDA.
And if you really get swayed by the analysts "recommendations" then good luck!
You'll need lots and lots of it...

Well, if your so sure about it, then why don't you put your money where your mouth is and buy some puts?
 
They may have a 2:1 advantage, but overall sales numbers are down. I've been looking for the article I read about it, it was very detailed. If you look at nVidia's income statement this becomes very apparent (reduced shipments = less money).

Let's wait until we start seeing benchmarks on this, I'd be surprised if it's that big of a hindrance. The chip itself is far too large, I'd be shocked if nVidia came out with a bigger chip in the future. The yields must be terrible on such a large chip, and that greatly increases cost. That's why ATI decided to keep theirs small and scalable. The R700s are far cheaper to produce and that's an advantage that nVidia will never meet.

What we don't know is how much it costs to produce the 9800GTX GPU and what nVidia sells it for. They sell it for much less then they did a couple of weeks ago, so their profit per unit has been reduced. The research has been paid for, certainly, but there are still costs in production for nVidia, and fixed costs such as patent royalties. They'll need a lot more than the 9800GTX+ to simply maintain their market share, the R700 is a great product and it works on the Intel chipset boards that enthusiasts are buying now. People buying cheap PCs at Best Buy probably aren't ever going to upgrade the video card, let alone bother with SLI (if it has a SLI chipset).

nVidia no longer dominates AMD chipsets, and they haven't for quite some time now. Once existing contracts expire the PC makers have been switching to AMD for that service. Instead of dealing with two vendors for CPUs and chipsets they now only have to deal with one, and that improved efficiency helps their bottom line. Not to mention that AMD will be able to give them a better price if they buy a chipset with a CPU, and they can offer their graphic cards at a better price too.

Intel forced Via out of the chipset market, and they can do the same thing to nVidia. They won't refuse to grant them a license, but they can make the royalty payments so expensive that it would be hard to make a profit. The DOJ will take years to do any investigation, and they still have to take the case to court. By the time a judge found them guilty nVidia would be long out of the market.

What was I thinking? I sold at $34 (at a nice profit), and it's now $19. I would be losing money on nVidia right now - you do the math. As far as the stock goes, Intel is still a great investment because they pay regular dividends (nVidia doesn't).

My view of the world is hardly narrow, I find it to be realistic and it serves me well.

Very well said. nVidia is getting own on all sides, their little chipsets are doomed for sure, their GPU are getting owned. It is also dragging the tech from going forward -- the dx10.1 could benefit the gamers. A rubbish company like this, it deserves to be wiped out from the market.
 
Very well said. nVidia is getting own on all sides, their little chipsets are doomed for sure, their GPU are getting owned. It is also dragging the tech from going forward -- the dx10.1 could benefit the gamers. A rubbish company like this, it deserves to be wiped out from the market.

The market does decide, and it is acts like this that make or break a company. If ATI can keep the pressure on then nVidia will have to get very creative, very quickly. It's amusing that nVidia bought 3dfx after its bankruptcy but didn't learn any lessons from them.
 
I take it none of you guys are lawyers, because the result of a loss to the DOJ would be that intel would be dismantle, why because they would be guilty of useing thier cpu to aid thier chipsets, it would be what happened to ATT. Intel did what it did to via before enron and the rise of the EU. Intel will extend the license at the same price.

I'm sorry but your world view is narrow, you still viewing this situation as a consumer and thats fine, but thats only a very small part of the picture. The big picture as i said before, is nvidia 9800+gtx will do just fine in the consumer space, the war is about the GPGPU.

If you know anything about economics and engineering you know nvidia making money on the 9800gtx+. The chip has already paid for itself, its just a die shrink of the g80 which was hugely sucessfull made on a more efficeient fab process. Why do they need more than that?

Well it depends on whether or not you believe in stocks as long or short term investments, as a short term matter, sure you made money, but as a long term matter, i think you move was short sighted, because the potentional profits from the CUDA is huge, and Nvidia as it stands at the very least has as much chance if not better than intel. Its not a sure thing, investment never is, but they are good risks and bads, and good sells and bad sells. Selling yahoo is a good sell, they really have no good future prospects, selling amd/ati is probally good, because they are going to do much other than maintain, but I'm sorry selling Nvidia at the juncture doesn't make any long term economics sense to me.

We will just have to agree to disagree

I would buy the 4850 but i would not sell my nivdia stock at this juncture , I don't let me pc gaming interfere with my profit making.
 
I take it none of you guys are lawyers, because the result of a loss to the DOJ would be that intel would be dismantle, why because they would be guilty of useing thier cpu to aid thier chipsets, it would be what happened to ATT. Intel did what it did to via before enron and the rise of the EU. Intel will extend the license at the same price.

I'm sorry but your world view is narrow, you still viewing this situation as a consumer and thats fine, but thats only a very small part of the picture. The big picture as i said before, is nvidia 9800+gtx will do just fine in the consumer space, the war is about the GPGPU.

If you know anything about economics and engineering you know nvidia making money on the 9800gtx+. The chip has already paid for itself, its just a die shrink of the g80 which was hugely sucessfull made on a more efficeient fab process. Why do they need more than that?

Well it depends on whether or not you believe in stocks as long or short term investments, as a short term matter, sure you made money, but as a long term matter, i think you move was short sighted, because the potentional profits from the CUDA is huge, and Nvidia as it stands at the very least has as much chance if not better than intel. Its not a sure thing, investment never is, but they are good risks and bads, and good sells and bad sells. Selling yahoo is a good sell, they really have no good future prospects, selling amd/ati is probally good, because they are going to do much other than maintain, but I'm sorry selling Nvidia at the juncture doesn't make any long term economics sense to me.

We will just have to agree to disagree

I would buy the 4850 but i would not sell my nivdia stock at this juncture , I don't let me pc gaming interfere with my profit making.

1. Just like how the DoJ/EU dismatled Microsoft?

2. Actually, my view does seem broader then yours. You've completely discounted AMD/ATI, but they actually have a very good 'CUDA' style processor. You don't seem to have taken into consideration that the R700 was built to be scalable, they can fit several of them onto one card. That's going to be very difficult for nVidia to do, even after a die shrink. Even though these cards will be exceptionally profitable, they'll still account for less than 1% of shipments.

3. I didn't say they weren't making money on the 9800GTX+, I said they're making less money. That is true.

4. I invest for the long term in reputable companies that have a good track record. nVidia is possibly a good buy at $19, but I would have to been stupid not to sell when I did. I would have lost $15 per share (on today's price), and it would be below the purchase price. I've also made money in the companies I reinvested in, so I would have lost that as well. An investor you are not.
 
Nvidia has already taken the hit for ATI's resurgence. At this point I actually think its a good buy, unless you're looking for short term gains. In the 6 month time window if it hasn't appreciated, I would be stunned.

Within the next 6 months I expect:
- New, interesting ultra-mobile platform products (not just GPU, hopefully something x86 compatible)
- Die shrunk parts across the board leading to higher margins
- New high volume, high margin midrange parts
- HybridSLI intel chipsets
- 55nm laptop GPU and chipsets (not 55nm obviously) parts shipping in volume

I also expect AMD to report a sharp upturn in OEM orders, but that's another story.
 
Nvidia has already taken the hit for ATI's resurgence. At this point I actually think its a good buy, unless you're looking for short term gains. In the 6 month time window if it hasn't appreciated, I would be stunned.

But how knows what's six months down the road? In a slowing economy, chip stocks across the board will be weak and who knows that nVidia or even Intel has up its sleeve.
 
Nothing's certain in the stock market, but I personally think Nvidia is undervalued right now. Six months from now, I'll look back at this post and see how far off I was. I've added it to my outlook calendar.
 
1. Just like how the DoJ/EU dismatled Microsoft?

2. Actually, my view does seem broader then yours. You've completely discounted AMD/ATI, but they actually have a very good 'CUDA' style processor. You don't seem to have taken into consideration that the R700 was built to be scalable, they can fit several of them onto one card. That's going to be very difficult for nVidia to do, even after a die shrink. Even though these cards will be exceptionally profitable, they'll still account for less than 1% of shipments.

3. I didn't say they weren't making money on the 9800GTX+, I said they're making less money. That is true.

4. I invest for the long term in reputable companies that have a good track record. nVidia is possibly a good buy at $19, but I would have to been stupid not to sell when I did. I would have lost $15 per share (on today's price), and it would be below the purchase price. I've also made money in the companies I reinvested in, so I would have lost that as well. An investor you are not.


mircosoft was accuse of budling, which means it gave itself an edge, if ms actually prevent others from using its os.

Intel will be not, maybe, not probally be split into two companies if it doesn't give nvidia the license or defacto denies them the license by charging too much for, it's that simple, and im sure any anti-trust lawyer will tell you the same thing, or a cursory view of the dc circuit precedents. As i said before most anti-trust violation cases are very close like the ms one. if intel actually tried to deny the license to nvidia it would be clear cut, and it wouldn't take years either, because the government would not need that much discovery, as the act it self would be a prima facia anti trust violation.
 
I don't see why there should be a question as to what will happen to either company based solely on the release of one product run or another. Each sell how many different products? Oh waite I know!!! Nvidia stock will hit the crapper because those in the same financial bracket as I am in won't be able to afford either card until the price drops to around the $200 mark!
 
Second the chip is a huge sucess, because its aim at the market it should be aimed at, the emerging Cuda market.
Hmmm..This and everything below it leads me to conclude that you're not even a fanboy, you're just retarded. Cuda market is still very small, and I don't think for Dell or other major computer sellers cuda matters that much yet.
9800gtx+ plus does just fine as the a consumer card to go against ati.
Nope, for $30 more all you get is a plus sign; 9800gtx+ is barely equall to 4850 in most games, I think there is only two games where it manages to pull ahead. 9800gtx+ is a 55nm shrink ultra clocked version of the 8800gts, its not something insanely ****ing awsome.
If AMD weren't in such dire straits at the moment I am sure they would have spent the money to develop the 512-bit memory bus that is going to essential in this area, and just cede the battle for this market to nvidia and soon intel.
256 bit bus seems to work out just fine for 4850. Look around at review sites and [H]
 
I work at frys in the components department, and man I have had so many people come in and ask me if we have the hd 4870 even though that is not our department it is still amazing the amount of response I saw, and to be honest the day after hd 4870 launched we had about 5-6 returns on the gtx 280. while I was only witness to one of the returns, and I had to go ask the guy why he was returning it and he said that it was too much money he would rather get the hd 4870 and save some money, lol. that tells you that people are indeed impressed with the performance the card gives for the price.
 
Nvidia will most likely recover if they get their act together. ATi happens to be right this time around.....smaller is better and once they tweak the drivers, it's only gonna get better........
 
Ok, first this is NOT trolling. Just a real question.

With ATI's new 48xx series cards performing so well (including the 4870x2). I would imagine Nvidia's series will be a flop... as in not sell very well.

Will Nvidia lose much money? If so, what will they do to try and compete? It seems Nvidia is on defense now on all fronts (chipsets and gpu's). Will this make them push the partnership with VIA more?

Just wondering what the landscape will look like in a year or so.

NVIDIA only released the high-end cards and that's NOT where the big bucks are.

In a year, the landscape will change, only due to the fact that Intel may become a major player in the discrete graphics cards market. Other than that, the only question is if AMD can survive Nehalem.
 
Very well said. nVidia is getting own on all sides, their little chipsets are doomed for sure, their GPU are getting owned. It is also dragging the tech from going forward -- the dx10.1 could benefit the gamers. A rubbish company like this, it deserves to be wiped out from the market.

Are there many DX10.1 games out there that we don't know of ?
Should ATI be wiped out of the market, because they didn't push SM3.0 support a couple of years ago ?

Leave your fanboy dreams at home, because the answer to both questions is...no.
 
I think they've hit a hurdle which could do with being crossed with the 512bit memory interface, it's kinda like the 32bit procesisng of the FX cards, the dreaded 5xxx range, they jumped that tecnological hurdle with a logical jump from 16bit to 32bit rather than 24bit which was min spec for DX9 at the time.

But that served as a good platform to build all the future cards off, and lets face it Nvidia have owned since then up until this round.

As with the FX series I think the current needs to take a few punches in order to lay good groundwork for future generations. All Nvidia need to do is slap some faster GDDR5 memory onto their boards now and they'd trash AMD.

Until then I'll stick with my crossfire 4870's ;)
 
NVIDIA only released the high-end cards and that's NOT where the big bucks are.

In a year, the landscape will change, only due to the fact that Intel may become a major player in the discrete graphics cards market. Other than that, the only question is if AMD can survive Nehalem.

it's gonna take Intel much longer than a year to get a significant market share.....it's not like you can make a new kick ass card and driverset in a year.....
 
NVIDIA only released the high-end cards and that's NOT where the big bucks are.

In a year, the landscape will change, only due to the fact that Intel may become a major player in the discrete graphics cards market. Other than that, the only question is if AMD can survive Nehalem.

From what i am reading INTEL has big Fab problems right now at 45nm and Nehalem will be delayed... and lower priced Nehalems delayed even further .There new Fab at 45nm is still offline and will be for a while... they only have One fab making all 45nm chips and there research FAB running 45nm as well due to need.

Kinda hard to run test lines on Nehalem when your test lines are busy running core2's

they are giving AMD a breather
 
Why does this all sound like the discussion about Intel dying because AMD launched a faster chip at a lower clock speed. Yet here we are 5 years (oh god has it been 10?) and AMD is up to it's eyeballs in debt.
 
Intel is far from dying.... they just have issues right now at 45nm and AMD is getting a breather
 
Back
Top