Re: Nvidia may be in trouble according to this article
I don't believe anyone reads Charlie Demerjian at all. Charlie isn't a smart person, he's not a journalist. He's a rumor monger who only posts rumors he think will damage NVIDIA.
He does this because NVIDIA removed his press privileges due to his misuse of his press privileges. This angered Charlie, so since then he's been acting like a teenager who was left home on prom night because their beloved found someone prettier/more handsome to escort.
Is Fermi "late"? I guess so, but I'd note that we're talking about inventions here, and you can't really schedule when they're done to coincidentally occur the same day your competitor launches a product. These things are in development for years.
Has being "late" damaged NVIDIA, like all the ATi fans said it would? Depends how you look at it. On one hand, NVIDIA actually gained desktop marketshare on ATi last quarter, and made more money than ATi the last two quarters. (so I guess the "uber triumph" of the 5XXX series didn't help them much) OTOH, it's pretty obvious NVIDIA would have been more successful if the Fermi based products were in the market those two quarters.
Should people wait another month to buy a Fermi? Depends- if you need a card right now because your old one died, probably not. If you just feel like upgrading, that depends if you want to be limited in running AA in UE3 games, not have PhysX effects, or not have a true 3d option. (not to mention lower DX11 performance)
An ATi 5XXX purchase will arguably be the "best you can buy" till next month, then they're going to to look pretty dated. This is the trade ATi made releasing an evolutionary GPU, they got half a year with little competition at the high end, now their products are going to look dated.
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