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Old 30th October 2007, 15:10   #1
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Default Nvidia stocks are 15% down

We've seen that Nvidia launched one of its best products so far branded as 8800GT but the wall street is concerned about something completely different. In five working days Nvidia dropped from almost $40 to a current $33.59


According to a rather interesting part at Dow Jones Marketwatch article, analyst fear that Nvidia will get some better competition from AMD next year. Well that is what we’ve been talking for a while and ATI is still catching up. ATI did good with RV630 and RV615 chips as it priced them cheaper than anyone expected while we also know that soon to come RV670, ATI’s first 55 nanometre part will also lose versus G92/ Geforce 8800GT in performance but it will sell cheaper.

http://www.fudzilla.com/index.php?op...25&Ite mid=34
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Old 30th October 2007, 17:02   #2
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Typical... ignore the great product that was just released, and instead punish the stocks pointlessly worrying about the competition that can't do anything about it. By the time AMD gets a new design out Nvidia will already have theirs ready for it.
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Old 30th October 2007, 17:12   #3
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I see a pricewar coming up for GPUs and that won't be good for the profits if you don't have the huge fab tech and scale advantage intel has in the CPU price war.
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Old 30th October 2007, 17:37   #4
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If you think Nvda is in trouble, you might well be missing the point. Give me another stock besides google that performs as well as Nvda.

http://finance.google.com/finance?client=ig&q=NVDA
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Old 30th October 2007, 18:19   #5
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I wouldn't expect anything else Sid.
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Old 30th October 2007, 19:34   #6
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Quote:
Originally Posted by Sidney View Post
If you think Nvda is in trouble, you might well be missing the point. Give me another stock besides google that performs as well as Nvda.

http://finance.google.com/finance?client=ig&q=NVDA
not in trouble, just that the profits will suffer
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Old 30th October 2007, 20:57   #7
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Quote:
Originally Posted by Rutar View Post
not in trouble, just that the profits will suffer
Where does that come from?
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Old 30th October 2007, 23:22   #8
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Where does that come from?
well, ATI undercuts them in price for the same performance because that is what AMD has been doing the last year hence there is a price war
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Old 30th October 2007, 23:27   #9
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what ATI VGA product delivers same performance at lower price, do share!
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Old 30th October 2007, 23:33   #10
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Quote:
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what ATI VGA product delivers same performance at lower price, do share!
well, the 2900XT undercut the GTS before the GT came
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