Fermi is out, sort of. Having read the reviews of:
HardOCP
AnandTech
Bit-Tech
Guru3D
Hexus
Tom's Hardware
..........
It is underwhelming, to say the least. Taking into considerations of die size, yield, power draw, thermo, board manufacturing cost and reliability, it is fair to foresee NVDA losing this market segment share to ATI. From here, this GT480/GT470 launch just make AMD longs a little safer in the next 9 months.
For INTC, it is milking the mid/high end CPU market segments. Margin should be great. It is a safe bet around 20.
For NVDA, Quatro line has to shoulder the Fermi blunder for a while.
For AMD, ATI part is going to do very well for a while. Fusion is going to be a make/break milestone. If Fusion delivers on time, AMD is going to be profitable for a while. If not, AMD will be an average semiconductor investment option.
From a trading standpoint as of now, long INTC/AMD and short NVDA is not a bad option. |
