Originally Posted by DarthBeavis
Break open a newspaper. Let me give you a hint: Law suit between Intel and Nvidia. Issue is motherboards. ION in particular. This happened at same time as Fermi launch. Fermi and gaming grade GPUS are not that large a market. Other things like Tegra are becoming way more important.
That happened back in February, Darth.
Originally Posted by SEC Q110 Financial Statement
On February 17, 2009, Intel Corporation filed suit against NVIDIA Corporation, seeking declaratory and injunctive relief relating to a
license agreement that the parties signed in 2004.
If you check the 6-month trending graph that I posted above, the stock did not begin its decline until mid-latter April after Fermi released and Nvidia downgraded its guidance going into next quarter.
And although Nvidia is in a few different sectors (workstation graphics, smart phones, etc) the "gaming" GPU market still makes up a significant portion of Nvidia's net income. Do you not think that if they had released a GPU that's been as widely sold as 5870 that it would've made a difference? AMD netted nearly 300 million in net income last quarter due to its GPU sector, about 30% of its overall earnings for the quarter.