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To: Chris Tomas who wrote (13522)8/20/1999 11:36:00 AM
From: Obewon  Respond to of 14577
 
Good luck to Nvidia in maintaining flat pricing (ASPs) on their chips this quarter because it isn't going to happen in this industry. The analyst quoted at the end of the article said that he was pleasantly surprised by the company's flat guidance. With the current supply overhang of TNT2-based boards in the market, Diamond discontinuing their purchases and NV-10 not shipping until late October (at the earliest), Nvidia will be lucky to generate $45 million in revenues this quarter. I don't see how Nvidia thinks that ASPs will be flat.

Obewon