Intel Corp (INTC)

[Golfbum]

Intel can continue to organically improve their graphics and leave the high-end to NVidia as long as NVidia can afford to develop and produce it.

However even without a major decline in PC volumes that will be increasing difficult for NVidia with the transition to a greater percentage of mobile and a continued improvement in integrated graphics for both desktops and mobile.

At some point the ROI just isn't there for a major graphics effort by NVidia. I don't claim to know when that is.

gb