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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (79247)	6/14/2002 5:54:25 PM
From: Jdaasoc	Read Replies (3) \| Respond to of 99280

Zeev: You have to understand besides being short I understand the strength of the Intel graphics chipset offerings. It will decimate NVDA PC sales. Intel is cutting margins a minimum of 20% to get their CPU chipsets sold that include video circuitry. I got 10 of the new 845GL boards for $90 ea. Same thing sans video was $105 last month. They measure about no more 6"x8" and have only 3 spots for silicon and all of then are made by Intel: CPU video and logic. I do not see a place for NVDA or ATI. Like telecom suppliers, computer component suppliers are going to have to make provisdions for questonable receivables. NVDA is dealing with 2nd and 3rd tier Asian mfgs. I will get closer look at performance 845G solution later trhis month. I assume Joe Osha will have seen it before then. You don't even have to be rocket scientist to figure where computer market is going. I think the whole MSFT Xbox situation would make anyone take a close look at their prospects.