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[SeekingAlpha] NVIDIA Announces Financial Results for Third Quarter Fiscal 2016 - Page 4

post #31 of 67
Quote:
Originally Posted by Defoler View Post

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
Cheerleaders stick to the sidelines to boost morale. They don't help the team with plays on the field.
post #32 of 67
Its very clear that Nvidia is making merry at the expense of AMD. Anyway all we can hope is a return to some aggressive competition in 2016. Right now its all one way traffic to Nvidia. They are gaining market share, making record sales and profits and basically beating the living daylights out of AMD. Intel is doing the same to AMD's CPU/APU side. Its looking good for a Nvidia / Intel shareholder and bad for the consumer. Anyway lets hope for a more competitive 2016.
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post #33 of 67
Quote:
Originally Posted by Defoler View Post

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

Well let's be realistic here for a moment.

A) My 3.5gb reference was a clear joke (as made obvious by the second line in my post)

B) Which looks worse? The fact that Nvidia's "new" 970 not only had a memory system flop, but it also gets beaten by older cards? I'd rather they rebrand a card with a proper memory setup, double the vram, and make some tweaks over them release a card that with it's specs should be $250 tops aka the 970.
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post #34 of 67
Transcript is out.

http://seekingalpha.com/article/3655446-nvidia-nvda-jen-hsun-huang-on-q3-2016-results-earnings-call-transcript?part=single

JHH on AMD :
Quote:
Yeah, sure. Well, first of all, we respect our competitors. We take our competition seriously. You know that as a company we compete pretty intensely. And this is a company that has seen a lot of competition over the years and so we take competition seriously, we respect the capabilities of our competition. However, I think it's also very, very clear that our business and our business model and our strategy is completely different than AMD and the PC graphics chip company we used to be a long time ago. And our company is just on a different trajectory.

Our approach to building products is different. Our approach at go-to-market is different. Our approach in engaging the ecosystem is different. I can't imagine a more different company to tell you the truth. And so as much as we are always alert and paranoid about – and we don't take our position for granted and we are thoughtful about competition, we have our own work to do and we have our own platform to do and we have our own ecosystem to go and care for and nurture and push forward. And so I think that I appreciate the question, but I can't imagine a more different company, to tell you the truth.
post #35 of 67
Quote:
Originally Posted by Clocknut View Post

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.
28nm yields are probably beyond excellent at this point. Notice even GM200 doesn't have any heavily-cut models yet despite being in full production for at least a year.

The few GM204 chips out there that are really screwed up go into the GTX 970M and 980M already. There probably aren't enough of said defective chips remaining to sustain a supply on a "sweetspot" 960 Ti part.

The 970 already sells very well whereas a 960 Ti might require cutting too many more functional chips that can stay in more profitable 970s and 980s.

Nvidia's goal isn't to preemptively crush AMD at every pricepoint, even though we know they could; it's to maximize profit (which is not a result of raw unit quantity sold alone).

If they run the calculations and decide it would be more profitable to counter AMD at a certain pricepoint, chances are they will (either with a 970 pricedrop or a 960 Ti for which they've been slowly preparing supply).
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post #36 of 67
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Originally Posted by Defoler View Post


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..

No, buying an Nvidia card or AMD product doesn't make you an idiot. Being a blind fanboy makes you one. But maybe I should have just said I don't understand fanboys instead of calling them idiots. To me, being a fanboy is pointless, it makes no sense to me. I buy the product I want regardless of brand. I'm equally for both AMD and Nvidia as I think we need them both.

You either didn't even read my post or you really are just blindly following your chosen brand no matter what.

Did you even read my post? Your post doesn't even make sense. But of course it would make perfect sense to all the fanboys out there. I'll give you that.

I buy what I want when I want. If I wanted to buy a Fury or a 980ti I would and I don't care which brand they are.

Go back and re-read my post if you care to. Or don't... Doesn't really matter to me, but your post as a rebuttal to what I said was pointless and did not sum up nor counter my comments at all.
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.

AMD is simply not operating well. They are mismanaged at best. But you're right AMD has plenty of competitive products. It shouldn't be a problem for them to compete with Nvidia, but here we are.
Quote:
Originally Posted by Serandur View Post

28nm yields are probably beyond excellent at this point. Notice even GM200 doesn't have any heavily-cut models yet despite being in full production for at least a year.

The few GM204 chips out there that are really screwed up go into the GTX 970M and 980M already. There probably aren't enough of said defective chips remaining to sustain a supply on a "sweetspot" 960 Ti part.

The 970 already sells very well whereas a 960 Ti might require cutting too many more functional chips that can stay in more profitable 970s and 980s.

Nvidia's goal isn't to preemptively crush AMD at every pricepoint, even though we know they could; it's to maximize profit (which is not a result of raw unit quantity sold alone).

If they run the calculations and decide it would be more profitable to counter AMD at a certain pricepoint, chances are they will (either with a 970 pricedrop or a 960 Ti for which they've been slowly preparing supply).

Very logical. Agreed.
Edited by battleaxe - 11/6/15 at 6:10am
     
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post #37 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
Not much...If 980TI cost 500usd NV will still making tons of money from them.
post #38 of 67
Quote:
Originally Posted by SoloCamo View Post

Well let's be realistic here for a moment.

A) My 3.5gb reference was a clear joke (as made obvious by the second line in my post)

B) Which looks worse? The fact that Nvidia's "new" 970 not only had a memory system flop, but it also gets beaten by older cards? I'd rather they rebrand a card with a proper memory setup, double the vram, and make some tweaks over them release a card that with it's specs should be $250 tops aka the 970.

It is simple. The 970 was not released as a 4K card. And under the situations other than 4K, it performed very well. it didn't cap the memory and the 0.5GB did not matter.
The overall marketing was an issue. I agree. It sounded and looked weird.
But at the bottom line, the card did perform right where it was supposed to, and right where the price was. it was a cut down 980 for a lower price. Releasing it as a 970 TI, is useless, as you can just buy the 980. What will be the point of releasing a 970 TI at the 980 performance?

Regarding older cards, the 970 was released as a replacement for the 770, at a lower price than the 780 and the 770, and having better performance (even at 4K). So again, where is the issue? Where was the problem? Because 0.5GB was used for system instead of textures? Who cares? If the card performed just as good with using 2GB for textures and 2GB for system, who cares?

You want a 250$ card which performs like the 970? So buy a used 780 TI if you like rebrands. I personally hate rebrands. There is no point in sticking a new sticker and calling the card "new".
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post #39 of 67
Quote:
Originally Posted by headd View Post

Not much...If 980TI cost 500usd NV will still making tons of money from them.

I'm sure if they sold them for 300$ they would still make profit vs only the manufacturing. But the price is not based on how much it cost to make, but also how much it cost also in man power, in facilities, in hardware and prototypes, to actually make the card before it is even sent to the manufacturing facility. And that is why the extra money is added for the card's price.

That extra money goes into more research, into buying out better engineers, invest in new technology. And making profits which pull more investors and more options.
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post #40 of 67
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Originally Posted by battleaxe View Post

No, buying an Nvidia card or AMD product doesn't make you an idiot. Being a blind fanboy makes you one. But maybe I should have just said I don't understand fanboys instead of calling them idiots. To me, being a fanboy is pointless, it makes no sense to me. I buy the product I want regardless of brand. I'm equally for both AMD and Nvidia as I think we need them both.

You either didn't even read my post or you really are just blindly following your chosen brand no matter what.

Did you even read my post? Your post doesn't even make sense. But of course it would make perfect sense to all the fanboys out there. I'll give you that.

I buy what I want when I want. If I wanted to buy a Fury or a 980ti I would and I don't care which brand they are.

Go back and re-read my post if you care to. Or don't... Doesn't really matter to me, but your post as a rebuttal to what I said was pointless and did not sum up nor counter my comments at all.
AMD is simply not operating well.

Now I'm not sure you have read your own post.

On the one hand, you can "fanboys" idiots, just because they like to buy from a certain manufacturer because they like those cards, and they don't care about the other manufacturer.
On the other, you tell them that they are idiots because they don't understand competition.

But this is completely irrelevant, because for there be competition, there also needs to be someone to compete with.
So you seems to not understand competition at all. Competition requires two sides, two competitors, two who can actually compete.

And for AMD to even compete, they need to make a lot of changes.
No one said "there should be no competition" like you blindly claim it was said.
People mostly say "AMD should die" not so there will be no competition to nvidia, but so that someone can buy them out and make something better out of them.

Your basic assumptions in general, seems to be so off the center, I doubt about your "I will buy what ever brand I want" attitude, is real in any way, and most likely it is just for the sake of argument.

P.S I'm not a fan boy. I like the nvidia cards because they perform better for the games I play, and take a hell of a lot less power even after OC (and they OC very well). And still, my wife's computer does have a couple of 290X which I bought second hand very cheap from people who upgraded to the 390X (and I found pretty funny, but it's their choice), because she plays more AMD favourite games at a lower resolution.

You have no idea who I am or why I buy what I buy, yet you are very critical about everyone's choice.
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