You are assuming that Nvidia won't lose and Samsung has filed its own patent infringement lawsuit against Nvidia.
Clearly Jensen doesn't know what he is doing when he sues a much bigger company than Nvidia.
No chance before trial but when Sansung loses and they will lose then there will be a settlement.
There's not. I have played the swings on AMD a few times myself, but I have never and doubt I will ever hold that stock long term. I invest in NVDA.
You say "Titan is overpriced".
That's might be bad if you are a consumer buying the cheapest possible hardware. But as an investor, I read that as "they are making a good margin, which allows them to invest in software and the next generation, which still making a good profit. Hurrah!"
Right now AMD is behind, and this step confirms it. They are pre-announcing with pre-production boards in the hope that purchasing decisions will be delayed. That's straight from the marketing playbook. When these boards are close to being available for purchase, Nvidia will drop their prices or introduce a new product. Again, direct from the playbook. Gains only happens 'after the snap', based on what is available for sale and how many are bought.
I'll be more concerned when AMD stops trying to compete. If GPU performance improvement slows, integrated graphics will eventually overtake over discrete GPUs.
Just pointing out that Akfarnorth is an IDIOT !!!!!
Besides, why should there be something wrong if someone makes $$ on AMD ?
Doesn't change any position or view on NVDA...
It doesn't take much to move a $2 stock 8% ... EITHER way ... remember that.
Akfarnorth, you BUFFOON !!!!
AMD up 8% since you bashed it a few days ago:
"the market is ignoring you. If what you say is true you should be at 2.36. but you are at 2.34."
"The run to 5", that's just too funny.
There are solid reasons it is below 5 now...
At least before a final decision in the patent case comes later this year? Anybody have any insights?
That would be a watershed moment for the company and the stock, IMO.
i agree...I think the new products will give NVidia more competition than in the past however I don't see a real game changer here...the 4gig limit on the memory is also going to create some issues...most people look at memory in gigabytes, not tech so they will think an 8gb card is better than 4gig regardless. AMD does not have money to aggressively market the new tech and I think availability of the HBM is going to also be tight...seems weird that there are not many cards to go around for the reviewers at this point. My sense is that NVidia will adjust some pricing if there really are gaps since they have margin wiggle room to protect market share. When the pascal boards come early next year on 16nm...they are going to obliterate everything out there and it will use HBM 2 so they can go to 32gig. it still comes down to drivers, eco system, etc...NVidia has amd beat on all that and the educated gamers know it. Stock up 3 days in a row since announcement...the market is telling you they are not worried about this at all.
Sentiment: Strong Buy
where are the benchmarks? Official bah. AMD has a couple of demo boards which no reviewer has run through any paces. That's no launch. This "launch" is typical FUD which retail investors have jumped all over in hopes for some sort of a promising future. There is a very high probability AMD longs will be disappointed again, fan boy chest thumping notwithstanding.
AMD is a shadow of its former self. Hypothetically if Fury X displaces Titan for a moment in time it is still a flash in the pan. Long term, AMD do not have the resources to continue to battle NVDA and INTC. They are going to have to choose to focus -- but it's probably already too late for that.