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[MAX PC] Nvidia Posts Record Revenue on Strength of Kepler - Page 12

post #111 of 124
Quote:
Originally Posted by Usario View Post

The 680 Lightning is a beast of a card, hitting 1400MHz on average it seems. Much better than the 7970 Lightning compared to the respective reference design which was a bit underwhelming considering everyone's expectations. At $460 I would still go for a Sapphire 7970 Vapor-X though I have to congratulate MSI on the job they did with that card.

Stupid 7970 lighting and it's stupid no Dual link DVI ports..........sorry personal grudge here don't mind me........whistle.gif
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post #112 of 124
Quote:
Originally Posted by Junkboy View Post

Stupid 7970 lighting and it's stupid no Dual link DVI ports..........sorry personal grudge here don't mind me........whistle.gif

In general 7970 lighting was nothing special. It did not OC more on Air. It was more to do with the core then anything. AMD makes good pcbs to begin with that why custom design dont show as much of a improvement.
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post #113 of 124
Quote:
Originally Posted by Dimaggio1103 View Post

Title should read "Nvidia posts record revenue on strength of suckers wallets". biggrin.gif

Do you not recall the 680 being $50 cheaper than any 7970 at the time of it's release? The 12.11 driver didn't exist, the 670 was better priced compared to the 7970 and 7950 which were both priced higher than they are atm.

And despite that, there are still legitimate reasons to choose Kepler even with prices as they are. I've owned both 7970s and 680s this gen. There are things that I enjoy far more with Kepler than 7xxx, and visa verca. I was using a beta driver from January with my 7970s because it was the only half decent multi-gpu driver they had released, even in May. You act like AMD always had their crap sorted with their drivers this gen, they sure as hell didn't - for Crossfire that is.
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post #114 of 124
Quote:
Originally Posted by Tslm View Post

Quote:
Originally Posted by Dimaggio1103 View Post

Title should read "Nvidia posts record revenue on strength of suckers wallets". biggrin.gif
. Do you not recall the 680 being $50 cheaper than any 7970 at the time of it's release? The 12.11 driver didn't exist, the 670 was better priced compared to the 7970 and 7950 which were both priced higher than they are atm.
And despite that, there are still legitimate reasons to choose Kepler even with prices as they are. I've owned both 7970s and 680s this gen. There are things that I enjoy far more with Kepler than 7xxx, and visa verca. I was using a beta driver from January with my 7970s because it was the only half decent multi-gpu driver they had released, even in May. You act like AMD always had their crap sorted with their drivers this gen, they sure as hell didn't - for Crossfire that is.

Wow.....It was a joke.....You say I act like AMD has always had their stuff sorted? you got that from a joke? Sensitive much?
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post #115 of 124
The main thing to take away from this is that despite Nvidia's strong third quarter, they are projecting the future to look pretty grim. I saw a lot of you guys saying you were going to invest in AMD right now, and I have to say that you're absolutely nuts.

I'd also like to point out something — in the semiconductor industry, die size is everything. Who's selling sub-300mm² dies on add-in-boards for $500 a pop? Nvidia is. And they're selling lots of them. Who's selling GPUs to Apple? Nvidia is. They're also selling lots of mobile GPUs for (I believe) even higher margins. Then you take a look at the Microsoft Surface and all the other Tegra 3 devices they're selling. Then you look at HPC. It's no wonder that Nvidia did well.
Quote:
Originally Posted by Cloudfire777 View Post

You win the most retarded post of the year award. Good work
Oh the hypocrisy.

the%2Bargument%2Bpyramid.jpg
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post #116 of 124
It's really funny to see people who don't own shares in companies constantly bash firms that are making profits and delivering value to their shareholders.

I'm an Nvidia shareholder. I'm really happy with the quarter.
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post #117 of 124
Quote:
Originally Posted by Homeles View Post

The main thing to take away from this is that despite Nvidia's strong third quarter, they are projecting the future to look pretty grim. I saw a lot of you guys saying you were going to invest in AMD right now, and I have to say that you're absolutely nuts.
I'd also like to point out something — in the semiconductor industry, die size is everything. Who's selling sub-300mm² dies on add-in-boards for $500 a pop? Nvidia is. And they're selling lots of them. Who's selling GPUs to Apple? Nvidia is. They're also selling lots of mobile GPUs for (I believe) even higher margins. Then you take a look at the Microsoft Surface and all the other Tegra 3 devices they're selling. Then you look at HPC. It's no wonder that Nvidia did well.
Oh the hypocrisy.

Yes, "Nvidia's Consumer Product Business, which includes Tegra-based smartphone and tablet products, was $234.9 million" so the mobile GPUs did do well, but that's still under 20% of the 1.2 billion, so I doubt the profit margins are higher (especially vs the 28nm $2200 Tesla that is powered by the same chip in the $500 680).
post #118 of 124
Quote:
Originally Posted by aeassa View Post

It's really funny to see people who don't own shares in companies constantly bash firms that are making profits and delivering value to their shareholders.

I'm an Nvidia shareholder. I'm really happy with the quarter.

I was talking to a guy at my work who was talking about how a big Telco company here is laying off workers and such all because of greed. That guy has had shares in that telco for years - its a blue chip investment. It's funny how sometimes people don't put two and two together. They're out to make a profit for the everyday people who have invested in them, the same people who are outraged at layoffs and annoyed at price hikes. But they'd be equally pissed off if the company that has their money didn't perform. tongue.gif

Quote:
Originally Posted by Dimaggio1103 View Post

Wow.....It was a joke.....You say I act like AMD has always had their stuff sorted? you got that from a joke? Sensitive much?

Next time I say something idiotic I'll be sure to tell the guy who calls me out I was only joking wink.gif
Edited by Tslm - 11/11/12 at 12:20am
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post #119 of 124
Quote:
Originally Posted by Homeles View Post

The main thing to take away from this is that despite Nvidia's strong third quarter, they are projecting the future to look pretty grim. I saw a lot of you guys saying you were going to invest in AMD right now, and I have to say that you're absolutely nuts. I'd also like to point out something — in the semiconductor industry, die size is everything. Who's selling sub-300mm² dies on add-in-boards for $500 a pop? Nvidia is. And they're selling lots of them. Who's selling GPUs to Apple? Nvidia is. They're also selling lots of mobile GPUs for (I believe) even higher margins. Then you take a look at the Microsoft Surface and all the other Tegra 3 devices they're selling. Then you look at HPC. It's no wonder that Nvidia did well.

Nvidia has done very well in the mobile discrete GPU market . this is going to be reflected in Jon Peddie's numbers for Q3 2012. AMD just failed miserably in design wins for notebook GPUs. I am expecting Nvidia to be at 65 - 70% for notebook GPU share and AMD at 30 - 35%. A year back AMD was at 60% and Nvidia at 40%. With Tegra posting close to a quarter billion revenue Nvidia is reaping the benefits of vision and solid execution. Tegra struggled for the first year. But now Tegra is a significant portion of their revenue and has overtaken Quadro and Tesla. Nvidia's future looks good.
there are few struggles though which Nvidia will face. AMD's clean sweep of the next gen consoles is going to affect in the long term. Games are going to be optimized for AMD's gpu architecture. The sony and ms consoles are expected to use a GCN derivative. The discrete GPU market is going to shrink in the coming years. Once Haswell and Kaveri bring stacked DRAM and performance on par with entry level discrete GPUs that part of the market will be wiped out. The <100 market makes the most volume and revenue. Thats going to slowly wither away. So it remains to be seen how Nvidia adapts. But given their history Nvidia does a fairly good job of adapting to the changing trends. AMD is the one whose long term survival is more at question. And that can't be too good for the PC industry.
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post #120 of 124
I bought 3 670's, and 3 680's during this period. GO GREEN TEAM!
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