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[SeekingAlpha] NVIDIA Announces Financial Results for Third Quarter Fiscal 2016 - Page 3

post #21 of 67
Quote:
Originally Posted by battleaxe View Post


Yeah... thing is, I love this industry. Before the 970 I loved both Nvidia and AMD. I wish AMD were a better operating company. I wish.

It sucks really, if some of these Nvidia fanboy idiots had any sense they would understand. Competition is always good for an industry. It keeps us all in check and honest. That goes for both AMD and Nvidia. I'm not saying either company is or has ever been up front about their products. Both have made mistakes that have cost us all money at some point or another.

I hope AMD will survive. I really do. Not because I hate Nvidia, but they pulled 970 RAM crap because they knew they could get away with it, and they did. If AMD had been stronger, that may not have been true and we could have seen AMD make up some much needed market share and share value, but because of the inner workings of the company.... well, it just didn't happen. Sad really if you ask me. And that IS AMD's fault.

This is a great industry, but its made better by having options and choices. Now we may be on the brink of having less of both. Less product. Less of well... everything we do here. Its not the end, not gloom and doom, but its not good for us. In any way.

Sums up how I feel as well. thumb.gif

Also this is why several of my friends decided to become console peasants err gamers. Mockery and jokes aside, I totally understand their perspective.
post #22 of 67
I don't know how nvidia is constantly racking in the profits while amd continues 2 bleed money. When you compare products in the same price brackets between the two companies you can clearly see that AMD has the better card 90% of the time, only the GTX 980 Ti is worth buying over it's direct competitor. I guess Nvidia could sell salt to a slug.
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post #23 of 67
Quote:
Originally Posted by Animanganime View Post

I would love to know how much it actually costs to make something like a 980Ti

Simplest method that is relatively accurate is to use past generations of cards for data points. What did it sell for at launch, what it sell for during its EOL but available stage and create data points to find to cost reduction then factor out 18 percent margin for the retail vendor and an additional 12-15 percent AIB partner margin. That should ballpark what Nvidia sells it for and assume that they make about 30 percent CM at the beginning of the life cycle and 12ish at the end.
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post #24 of 67
Quote:
Originally Posted by sage101 View Post

I don't know how nvidia is constantly racking in the profits while amd continues 2 bleed money. When you compare products in the same price brackets between the two companies you can clearly see that AMD has the better card 90% of the time, only the GTX 980 Ti is worth buying over it's direct competitor. I guess Nvidia could sell salt to a slug.
Because price is not the only selling point and others factors play an important role.
It's been years that AMD discount their cards but results are still the same : The fall
That's why they tried to play the prestige card with Fiji/Nano but unfortunately Fiji is a fail and compete only with the nVidia mid chip, the GM204. Too bad for all of us.

And, on another point, AMD management is catastrophic :
Quote:
Unidentified Analyst

It seems like you are talking a lot about doing a lot of new things but the reality as you still need to prioritize stabling the base business which you spoke a little bit about, on the GPU side in particular, I mean the market is going pretty fast and where as putting up double-digit growth, kind of low tees, can you talk a little bit about getting share back by bringing new product, but is it that enough or do you need to reinvest in the channel that's clearly been hurt by some of your fault and it was their fault but clearly the channel has been hurt but by the fact even though you are liquidating your inventory at, I just bought on 290 for example 200 bucks which is for me is ridiculous but you are still unable to gain share even with those price cuts, what makes you feel like you could have this, should have been a stable year for you in the GPU business? Thanks.

Devinder Kumar - SVP and CFO
I think time will tell. I think the comment that you make, most of them are fair comments I mean 2014 was a mix bag, especially in the GPU space. We are going to introduce our product later on this year; we understand that this is really well. We know what it takes to win and to win back the space and to share in channel space but we are trying to pick some practices from our overall business standpoint and that’s the action which was taken in the Q4 to Q1 timeframe.

I think we have see how the year unfolds for us to go ahead stabilize the business and then grow from there and take back some of the market share that we have lost in the second half of 2014 but I think the comments are fair from an overall standpoint.

http://seekingalpha.com/article/2970486-advanced-micro-devices-at-morgan-stanley-technology-media-and-telecom-conference-transcript?part=single

2015 is almost over and market share are even worst than before.
Maybe massive rebranding and disappointing Fiji chip are easy points to understand why AMD is going deeper and deeper.
nVidia must be very happy to fight against those loonies.
Edited by Olivon - 11/5/15 at 10:25pm
post #25 of 67
Quote:
Originally Posted by sage101 View Post

I don't know how nvidia is constantly racking in the profits while amd continues 2 bleed money. When you compare products in the same price brackets between the two companies you can clearly see that AMD has the better card 90% of the time, only the GTX 980 Ti is worth buying over it's direct competitor. I guess Nvidia could sell salt to a slug.
It's the Pepsi/Coke thing, choices...
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post #26 of 67
Quote:
Originally Posted by ImJJames View Post

Good stuff, AMD just needs to die. So we can finally see $5000 GPU's from NVIDIA.

And it will perform worse than a 950.
The 980 equivilent will be a whopping $7500 and the titan XXX..welll 1 BILLION DOLLARS thumb.gif
   
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post #27 of 67
Quote:
Originally Posted by SoloCamo View Post

...and couldn't even afford to put a proper memory setup on the 970 rolleyes.gif

Like AMD couldn't bother to make a new GPU so they just put a new sticker on it and a higher price tag? rolleyes.gif
Quote:
Originally Posted by GnarlyCharlie View Post

Didn't it launch Q3 2014?

It did. And it was great seller, even after the "memory gate".
Quote:
Originally Posted by ImJJames View Post

Good stuff, AMD just needs to die. So we can finally see $5000 GPU's from NVIDIA.

So why aren't you buying a Fury X (or maybe 3) to help AMD? Why do you stick with old 290x and not generating any more revenue to AMD? I'm disappointed mad.gif
Every AMD owner should run right now to the store and buy at least 2x390x or 2xfury x to help those poor guys out.

Quote:
Originally Posted by battleaxe View Post

It sucks really, if some of these Nvidia fanboy idiots had any sense they would understand. Competition is always good for an industry.

So because I buy a GPU which hits my price and performance, has the tech that I want, than I'm an idiot?
Sorry, the one who call others idiots just because they don't agree with you, is the real idiot.

Competition is great. If both the sides had equal but different value. If it doesn't push forward enough, than what is the point of competition? So both sides will be completely average and bad together? Yeah, that will show everyone. That will be a real "win" for the industry.

If Intel made the same crappy CPUs like bulldozer, we would all be running ARM by now.

Keep going to the 970, and ignoring all the crap AMD did over the ears, shows who is the fanboy, who is blinded by his favouritism actually is. Just pointing it out there. It's getting old.
The 970 is fine. It performs fine in it's price range. There is nothing wrong with the 970.

AMD overall needs to pull their big boy pants up, stop blaming the nvidia, intel, their customers, the world, and starts making changes. Get their marketing right, get their position right, and stop making shady business decisions which will bite them in the read in a few years.
Complaining about nvidia, while the whole situation is AMD, is stupid. AMD need to grow some balls, and get into the playground and start play the game right, not stand outside of the playground and yelling profanities at the ones inside.

The whole "AMD are falling and it's all nvidia's fault!!" argument is completely and utterly stupid and show small minds and big mouths with very little brain cells up there.
AMD is falling because it is AMD's fault. No one else. Nvidia customers buying AMD GPUs will not suddenly make AMD's GPUs better over night. They will be the same average GPUs we have seen in the last 4 years.
Edited by Defoler - 11/6/15 at 1:29am
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post #28 of 67
Well,i was so "happy" with nvidia that i will never ever purchase another one.

Sent from my LT18i using Tapatalk
post #29 of 67
I miss Nvidia having more serious competition.
post #30 of 67
Quote:
Originally Posted by battleaxe View Post

Or they could have just told the truth and sold it as a 3.5gb card. People wouldn't have had issue with that. But my guess is they wanted it to compete and be better than the 290, which it was at release. (not so much now)

But those of us who bought our cards with intent to SLI them got a raw deal when I could have just as easily went with dual 290's or 290x's. But I bought the 970 thinking 4Gb ya know. Whatever. Still a bonehead move on their part IMO.
It is actually not too late to EOL 970, then re-release the 970 as 970Ti and add another 960Ti as specified spec I said.

With so many GM204 being make I am pretty sure some will have 1 defective memory controller or some defective ROP which can be use for 960Ti. There is a huge performance gap between the current 970 vs 960. 700 series Geforce have the same issue as well between 760 vs 750Ti.

Somebody tell me why does Nvidia like to leave such a large performance gap for AMD, it didnt make any sense at all.
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