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XBrit

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XBrit

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Re: Sir Realist post# 10317

Thursday, 08/01/2002 5:35:45 AM

Thursday, August 01, 2002 5:35:45 AM

Post# of 704019
NVDA has serious competitive issues looming versus ATI. Those issues haven't impacted revenues yet, but they most certainly will in late 2002 thru 2003.

I doubt the stock is going to roar back. PC graphics companies have a long history of rising like a rocket then burning out like a rocket.

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=17821620

The high-end cards at issue here are a small percentage of the market, but they have a huge influence on sales because they give bragging rights which make or break the brand image in the lower-priced mass market. PC video is a branch of the toy industry, basically.
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