View Full Version : Good News, Bad News for NVIDIA

10-18-10, 01:20 PM
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10-18-10, 02:17 PM

AMD's bottom-line failings bring about an interesting question for NVIDIA shareholders, is this good news or bad news? On one hand, it shows NVIDIA's strategy of ceding the low end hasn't cost the company much in the way of profits.

On the other hand, it also shows continuing weakness in the PC market. While tablets and mobile phones probably won't cannibalize demand for high-end systems as much as cheaper netbooks and tablets, there's no doubt that NVIDIA, AMD, and Intel (Nasdaq: INTC) all stand to be losers of the thematic shift of consumers moving their spending dollars to both mobile devices and tablets.