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Captain_Yuri said:
mjk45 said:

The only reason I can think of for EVGA not looking elsewhere is the board or the CEO are delusional enough to believe that they are so important and  Nvidia's need for them is so strong that they don't need to explore other options since Nvidia will obviously offer them way better terms than anyone else could to come back.

Could be but I think it comes down to them not wanting to be in the GPU space all together. I think if they wanted to continue in the GPU space, they would have stayed Nvidia regardless of all that has come out because Nvidia has 80% of the total GPU market share of which Evga sold around 40% of the NA GPU sales. Them going AMD which barely can keep 20% of the total GPU market share and Intel which is less than 1% probably won't do them any good. It's like going from a high volume, low margin with Nvidia to going to low volume low margin with AMD.

I think it's good to remember that no one buys Nvidia because EVGA, people buy EVGA because Nvidia first and brand second and I think what EVGA has done as what Linus said is keep the gate open in case they do want to come back. Because the last thing any company wants is to be like XFX that really pissed off Nvidia and now is battling for scraps by being forced to go exclusively AMD.

I agree your post makes more sense, my concern is the mixed messaging, I can see them not wanting to be in the GPU space altogether even though it doesn't leave them with much else, but companies in that position usually either sell the whole business or if they see the rest of the business being the way forward they divest the part they no longer care about, in this case it seems to be neither option since they don't seem interested in trying to promote their value, instead they seem content to sit in some kind of weird holding pattern without any real clarity as to why, so in the end just like my life it is for the future to decide whether or not we see any form of lucidity regarding the matters of today or in my case lucidity regarding any day past or present.

Last edited by mjk45 - on 17 September 2022

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