AMD/ATI hitting back at Nvidia?
- Thread starter TopSecret
- Start date
ATI are the cheaper cards that still perform very well in a time when the financial market is poor both in the UK and Stateside, which is why finaly ati is doing better.
Lerts hope this just means better products and better prices for us all.
Lerts hope this just means better products and better prices for us all.
Rastalovich
New member
Did AMD/ATI revenues go up by 5% ?
What are their figures in comparison in this dual market ?
I mean on the one hand they`ve gone from a beer-mat under 1 billion to a biscuit under 1 billion. If AMD/ATI took up the slack for the 40 million they lost, then we can argue that one are selling better than the other, comparitively.
I would put forward the arguement that if both camps are down 5% on last year - then this news means nothing other than people don`t see the benefits in upgrading - which is true, and will be the same year on year unless there`s a big shake-up.
Otherwize I wouldn`t speculate if one is doing better than the other, without the info.
What are their figures in comparison in this dual market ?
I mean on the one hand they`ve gone from a beer-mat under 1 billion to a biscuit under 1 billion. If AMD/ATI took up the slack for the 40 million they lost, then we can argue that one are selling better than the other, comparitively.
I would put forward the arguement that if both camps are down 5% on last year - then this news means nothing other than people don`t see the benefits in upgrading - which is true, and will be the same year on year unless there`s a big shake-up.
Otherwize I wouldn`t speculate if one is doing better than the other, without the info.
Hello Fellas, I am new and I read this article and wanted to pass on some info to help clear up possible misconceptions.
Here is some background;
About a month ago I bought 500 shares of NVidia as I noticed they had dropped below $20 a share which is uncommon, but I attributed this to the current market climate, everyone is hurting some. The very next day NVidia dropped 30% and of course I was a little shaken. I mean my $10,000 dollar investment is now $6,500 and it continued to drop steadily into the low $11 range. That means it's barely over half of what I bought it at.
Now the reason is pretty simple, NVidia has big problems with their laptop GPU package meaning they have to recall a bunch of lappy video cards which is going to cost them all the profits they had forcasted for most likely the next two quarters. Investors right now are pretty jumpy and as soon as they heard no profit for 6 months a bunch bailed and this dropped the share price.
NVidia just anounced their latest earnings and although it's not good, it isn't really bad concidering their current situation and now all those investors are looking at this rediculously NVidia share price and starting to buy back in again. There are profits to be made.
So long story short pretty much none of this has anything at all to do with AMD/ATI, they haven't gained a thing substantially and NVidia still is extremely solvent with excellent cash on hand. They will weather these losses and be right back there because although they won't make any profit for six months, they don't owe anyone big money like AMD/ATI does.
Hope this helps, I know it doesn't encourage any optomism, but that's what happened.
BTW, The same day I bought the shares of NVidia I also bought 1000 shares of AMD. Money is money and I don't play favorites, I play the odds
Here is some background;
About a month ago I bought 500 shares of NVidia as I noticed they had dropped below $20 a share which is uncommon, but I attributed this to the current market climate, everyone is hurting some. The very next day NVidia dropped 30% and of course I was a little shaken. I mean my $10,000 dollar investment is now $6,500 and it continued to drop steadily into the low $11 range. That means it's barely over half of what I bought it at.
Now the reason is pretty simple, NVidia has big problems with their laptop GPU package meaning they have to recall a bunch of lappy video cards which is going to cost them all the profits they had forcasted for most likely the next two quarters. Investors right now are pretty jumpy and as soon as they heard no profit for 6 months a bunch bailed and this dropped the share price.
NVidia just anounced their latest earnings and although it's not good, it isn't really bad concidering their current situation and now all those investors are looking at this rediculously NVidia share price and starting to buy back in again. There are profits to be made.
So long story short pretty much none of this has anything at all to do with AMD/ATI, they haven't gained a thing substantially and NVidia still is extremely solvent with excellent cash on hand. They will weather these losses and be right back there because although they won't make any profit for six months, they don't owe anyone big money like AMD/ATI does.
Hope this helps, I know it doesn't encourage any optomism, but that's what happened.
BTW, The same day I bought the shares of NVidia I also bought 1000 shares of AMD. Money is money and I don't play favorites, I play the odds
Thanx M8, but there is no loss unless I sell low or they go under. Neither will happen, it just means I might have to wait awhile longer for the green. In fact this could all work out wonderfully. AMD might post enough of a gain for me to sell it and apply the profits to NVidia before they recover. And then if NVidia surges I could have a chance to turn an overall nice profit which I really could use, two daughters in college is never cheap
Now I will visit your tech topics and see if you guys can help me choose a motherboard
Now I will visit your tech topics and see if you guys can help me choose a motherboard
name='lcpiper' said:Thanx M8, but there is no loss unless I sell low or they go under. Neither will happen, it just means I might have to wait awhile longer for the green. In fact this could all work out wonderfully. AMD might post enough of a gain for me to sell it and apply the profits to NVidia before they recover. And then if NVidia surges I could have a chance to turn an overall nice profit which I really could use, two daughters in college is never cheap
Now I will visit your tech topics and see if you guys can help me choose a motherboard
Ahh you have shares in AMD too?? I see.
Replied to your other post.
Yup, AMD and NVidia, I wouldn't normally bet on both horses in the same race but it's not really the same race. Both companies make several products so it's possible for both to do well or both can suffer. I decided it was time to buy and both have a chance to do well in the short term.
Zoot
Active member
This loss was a given IMO.
I think Nvidia took a right chance with the GT200.
Basically without going into detail the more transistors per die, the bigger the cost it is to make. Hence the excessively large initial asking price for the GTX 280...
ATI really got it right with the RV770, a good quick, small and cheap to manafacture chip (55nm as apposed to 65nm) which really made the GTX 280´s asking price look silly. Then Nvidia had to drop the price significantly, thus really killing the profits.
Plus the whole mobile GPU saga which by the looks of things isn't just limited to mobile GPUs...
The future certainly looks bleak for Nvidia...
I think Nvidia took a right chance with the GT200.
Basically without going into detail the more transistors per die, the bigger the cost it is to make. Hence the excessively large initial asking price for the GTX 280...
ATI really got it right with the RV770, a good quick, small and cheap to manafacture chip (55nm as apposed to 65nm) which really made the GTX 280´s asking price look silly. Then Nvidia had to drop the price significantly, thus really killing the profits.
Plus the whole mobile GPU saga which by the looks of things isn't just limited to mobile GPUs...
The future certainly looks bleak for Nvidia...
Good article at http://www.overclockers.com that puts alot of this in perspective.
The big market isn't descreet graphics cards like the ones most of us buy. The big market is the one for "normal" graphics chipsets and Intel owns that one.
Update, yesterday I sold the AMD and bought more NVidia. Only time and the market will tell how that one terns out.
The big market isn't descreet graphics cards like the ones most of us buy. The big market is the one for "normal" graphics chipsets and Intel owns that one.
Update, yesterday I sold the AMD and bought more NVidia. Only time and the market will tell how that one terns out.
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