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Technology Stocks : NVIDIA Corporation (NVDA) -- Ignore unavailable to you. Want to Upgrade?

To: Bob Trocchi who wrote (1139)	9/12/2002 8:11:35 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 2646

I did not see any reference to any graphic chips from INTC in the referenced PR. AGP (and the current AGP 8X) is the physical bus interface from the cpu chipset to the graphics chip. It is not the chip itself. INTC entered the graphic chip market with the 740 (if i remember the number correctly) about 4-5 years ago. The prices of all the graphic chip mfrs tumbled as now they would be competing with the mighty INTC. Well, INTC exited the graphics chip market with egg on their face a few years later. Now they do make integrated chipsets with graphics in them, but I believe that they are in colaboratio with another company. From a performance perspective, there is absolutely no comparasion between INTC and NVDA graphic chips. However, a large part of the PC market is "just good enough grphics", which are satisified by integrated chipsets. The P4 processor (inc its celeron variant) has about 70+% of the market share of the total CPU market (80% of the PC market). Out of that a "large" (30%?) are in integrated chipsets where the graphics chip is included with the cpu chipset (northbridge). Currently NVDA does not have a licence from INTC to make P4 compatible cpu chipsets, so they cannot address this market. So to that extent INTC DOES compete with NVDA in graphic chips. But not from a performance perspective. Re. AGP8X, INTC is so far behind AMD in coming out with their serial high speed spec, that it's not even funny (for INTC). AMD+NVDA will have a HyperTechnology graphics solution for their hammer processor by the end of the year, providing much more bandwidth than AGP (anyX) and a much more extensible platform. TG