Replies to post #29 on Graphics Chips (NVDA, ATYT, etc) (fka GPHX)

[dhellman]

I've been in and out 3 times and always missed about 50 cents each time(plus commish). But I'm still relatively sane. Meanwhile I can't see touching nvdia til it goes pre-teen and then we will see.

NVDA seems to be poisened by the voodoo they didn't do so well incorporating. <g>

All is temporary in this game. ATYT can still blow it, and NVDA can come back big. It is fun staying tuned!

Dave

[neye_eve]

Interesting info about sony - where do you get it?

I've heard the now standard xbox2 win and the nintendo link is there of course, but where did you find the info about nVidia persuing SNE? I'll admit I haven't followed graphics as much as I had earlier, so it may be an obvious source.

It seems that ATYT is really just crushing nVidia right now in the high end, and with HL2 coming in the box with new ATI cards (those new benchmarks don't hurt either), I'm guessing that they're going to ship an uncharacteristically large number of the higher-margin parts than usual.

I guess what I'm thinking is that, while the "bread and butter" cards are the mid to low end, this next quarter should have a disproportionately large amount of high end that could rock their financial boat in the right direction. Couple this with the fact that they're doing this with an established product (the R300 series) instead of trying to introduce a new architecture (= uncertainty), I'm thinking they have a good chance to run up a bit more.

Anyway, good job in picking up the $5's when you had the chance - no shame in taking a 60% profit, and opportunity cost of that sort should only mean something if you can tell the future :-)

neye