Nvidia stocks are 15% down
@ 2007/10/30We'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.
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.
Assuming for a moment that nobody uses AA/AF... the 8800GTX still easily outperformed the x2900XT in that specific test. Which means the 8800GT will do the same, and do so for almost half the price of the x2900XT. To beat Nvidia in a price/performance ratio with their shrunken 55nm card they need to increase performance with higher clocks, and still sell their cards far below $200.
If anything ATI was like Intel in that they tried to play the MHz game to make a grossly inefficient architecture perform up to par. Tejas and R600 have alot in common.