| NVIDIA vs. Intel - 6/06/08 @ 6:48 am - By: MikeC - Source: Browsing |
As NVIDIA and Intel continue their fued on the importance of the Graphics Processing Unit (GPU) in personal computers, Wall Street is of the opinion that NVIDIA will remain dominant in the discrete graphics market.Nvidia is a dominant player in the market of graphics microprocessors where it had competed with ATI Technologies, which was acquired by Advanced Micro Devices Inc. about two years ago. Meanwhile, Intel, the world's No. 1 maker of computer semiconductors, is planning to join the fray, which some analysts have said could spell trouble for Nvidia. Last week, Krishna Shankar of JMP Securities upgraded Nvidia to market outperform, saying "worries over competition from Intel in discrete PC graphics and high-end computing are greatly exaggerated." Analyst Blake Fischer of Stifel, Nicolaus & Company, who upgraded Nvidia to buy on May 9 following the latest earnings report, echoed this view, saying, "The competitive threat posed by Intel and its potential entry into the GPU market is misunderstood and in our opinion somewhat overestimated."
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