| Soleron said: The lowered profit forecasts are due to the success of the Radeon HD4xxx series, which is indisputably the most value at every price point. The $299 MSRP HD4870 gives 90% of the performance of a $649 MSRP GTX280. When the 4870X2 is released soon, AMD will offer the best absolute performance on a card too, again cheaper than the GTX280. Nvidia can't offer anything better due to heat, yield and cost reasons. |
FWIW, I'm delighted that DAAMIT are back in the game as NVidia's offering's over the last couple of years up to the 8800GT were pretty damn mediocre, but don't be silly. It looks like their profits are going to be dented by having to pay several hundred million to fix defective laptop parts, hence the big drop. I'm sure AMD's new cards are a welcome and long awaited return to form but that alone is not going to cause investors- who, let's face it aren't Red Team fanboys- to drop the stock.







