NVDA gets a major % of biz from ASIA and where has the major business pick-up been in the last quarter... Japan, CHina, Taiwan, Korea, etc. So... the analysts have caused as many as possible to get scared out of NVDA just at the wrong time so they and their large money institutions can buy on the cheap... lemmings sell at this point and investors smart investors smart money buys buys buys. IMHO. I'm adding not selling down here.
NVDA did stuff the channel last quarter by dumping those $80 million in chips. They did so to make their numbers...PERIOD.
It was a calculated gamble that this quarter would be OK because of the 6800 "owning" the next ATI product. However, this gamble has backfired. Not only does the 6800 not "own" the x800, but the 6800 has been hampered by yield problems at IBM and GDDR3 shortages at Micron.
"As for ATI cutting prices by as much as 70%, your tendency to exaggerate knows no bounds"
Opps... that was supposed to be "Selling at 70%" or "Cutting by 30%"... you are correct sir, bad editing.
That is not channel stuffing... that is when you send product to partners for free than record it as a sale before receiving payment. nVidia clearly states their policy in their SEC filing... nVidia changed that policy 2 years ago... ATI just changed their policy this year and restated their earnings for '03 and '02 to be in compliance with SEC rules.
"NVDA gets a major % of biz from ASIA and where has the major business pick-up been in the last quarter... Japan, CHina, Taiwan, Korea, etc. "
You can't really extrapolate too much info. from the reported split of % revenue by geography. This is because you will ALWAYS see a major % of business from Asia for NVDA because they only sell chips to board manufacturers; and all the major board manufacturers are located in Asia.
The only useful data would come from the AIB manufacturers on where their final products are being shipped to, or market share broken out by geography.
I agree with you to a certain extent... but and a big but is as follows... the Asian countries had been stagnet re growth and they are no longer stagnet they are indeed growing including Japan whether it's China and/or the whole region prompting the growth it doesn't really matter there is growth and consumption growth. Hence NVDA is probably enjoying first and foremost over ATYT.