Nvidia GT300 yields are under 2%

[Andrew LB]

If this is true now we know why Nvidia's CEO sold all that stock

their stock prices are going to drop a bit

I highly doubt this story holds water. Why?

Well... if nVidia's CEO sold off a bunch of stock just prior to this news story going public, with the fear that the price may crash... it would be one of the most clear cut cases of insider trading I've ever seen and he'd be thrown in jail.


After taking a quick peek at nVidia's stock price a moment ago, I'd conclude that he sold the stocks because NVDA is up 60% in the past 2 months and we are only two weeks away from September, which we all know is notorious for market crashes.

If I still owned AMD (i bought it for $9.00 in May of 1999 and sold it in April of 2000 @ $45.00 + a split), I would be doing the exact same thing considering it's stock is up roughly 60% since July, and now is definitely the time to move those profits into a less volatile market.

[Cybercat]

Hey guys, heads up, I got a preview look at Charlie Demerjian's next article:

The downward-spiraling wreckage of fail continues today as it has been revealed by reliable sources that NVIDIA's "next-gen" GT300 GPU will use more power than any GPU in the history of the industry, no doubt in a wreckless, zealous bout to reclaim some semblance of long-lost glory and prestige the company might have once had (though apparently too long ago for anyone to remember). Instead of any sort of responsible or daresay competent target power envelope for their last desperate effort in the highend market, NVIDIA has decided to abandon any restraint in gluttony for a staggering 400W consumption level just for the card alone, putting even entire desktop machines to shame.

The same source also revealed a few tidbits of the performance characteristics we might expect from such a ghastly beast, and despite high expectations for hardware that could bring an industrial-strength power generator to its knees, reality bites back to paint quite a different picture. Information reveals performance should be around 10% less than current-gen GTX 295 overall, despite completely broken and unusable driver suites powering the bloated predecessor. It should then come as no surprise that NVIDIA has not only lost the consumer-confidence crown as we've become accustomed to, but also the sheer performance race that it seems they alone care about these days. NVIDIA has truly become worthless even by their own standards. Perhaps they should have just renamed their old parts instead, since that seems to be one thing they're good at.

In other news, NVIDIA sucks, I hate them and they are big fat doodoo heads.

[Machinus]

Nvidia will slash prices of the GT200 cards but 5870 will bring in big profits for ATI in the short term. This is not great for us, but in the long term it is great news because AMD will regain market share and force better competition in the future.

With ATI's lead in the current market, a yield catastrophe like this will drop nVidia's market lead to 30 or even 20 points, put AMD back in the black and prevent bull like "GTX 250" from happening again.

[[XC] gomeler]

Hey guys, heads up, I got a preview look at Charlie Demerjian's next article:

This guy seems to be right about 5% of the time which is to be expected given the sheer amount of stuff he spews. You are bound to get something write eventually.. why does anyone believe any of this?

[Tim]

So... not true

Charlie is very very very entertaining though

Getting a bit tired of this, the 'I know more but I'm not telling'. No offense to you buddy but c'mon, what possible use is there for posts like that with no substance except for, 'So... not true'.

[zerazax]

This guy seems to be right about 5% of the time which is to be expected given the sheer amount of stuff he spews. You are bound to get something write eventually.. why does anyone believe any of this?

His numbers are usually off but he's surprisingly accurate on the business side of what's been going on

Thatsaid none of this would be a surprise given the epic fail of GT218

[FischOderAal]

Hey guys, heads up, I got a preview look at Charlie Demerjian's next article:

Wow, exactly sounds like him

[tdream]

This guy seems to be right about 5% of the time which is to be expected given the sheer amount of stuff he spews. You are bound to get something write eventually.. why does anyone believe any of this?

Can you point out any examples where he is wrong? He was right about the number of shaders in Cypress, so can you provide 19 articles where he is wrong, to prove your correct percentage?

[RPGWiZaRD]

Charlie Demerjian = the biggest anti-nvidia on earth that has taken as his sole purpose in his life to make Nvidia look as bad as possible. We get like at least one article per month that criticize nvidia in one way or another. It's best to just leave it at that.

[Chumbucket843]

Can you point out any examples where he is wrong? He was right about the number of shaders in Cypress, so can you provide 19 articles where he is wrong, to prove your correct percentage?

i agree. charlie is very profesional with his articles. he is a primary source for everything nvidia does so he is right. i would love to have him publish articles for my news website.

[geo]

It probably isn't true but as many people said; if there is any truth in this, it is very, very bad for the industry and competitive pricing in general.

[clonez]

so are we gonna see lots of gt300 keychains?

would definately bring in more cash than scrapping all those poor dies into solar panels...

[Zorlac]

Isnt this the same dude that got knocked out in public by an nVIDIA employee at a bar? Thought I remember reading something about that...heh

[003]

Isnt this the same dude that got knocked out in public by an nVIDIA employee at a bar? Thought I remember reading something about that...heh

Yes it is.

[Russian]

If this is true now we know why Nvidia's CEO sold all that stock

their stock prices are going to drop a bit

He had to file for that sale 6 months prior to the sale.... in order to avoid insider trading. Sooo the timing is actually completely BS.

As for the actual story. LOOK AT THE SOURCE. His mission in life is to destroy Nvidia.

I also refuse to click the link i dont want to give him money.

[STaRGaZeR]

Getting a bit tired of this, the 'I know more but I'm not telling'. No offense to you buddy but c'mon, what possible use is there for posts like that with no substance except for, 'So... not true'.

They make the guy who posted them look cool.


Not.

[STaRGaZeR]

I also refuse to click the link i dont want to give him money.

Haha, that's funny comming from you. Exactly like we do when we see one of those BSN articles of yours

[Nedjo]

so I guess this guy has the same mission to destroy nvidia like CD has: http://translate.google.com/translat...ate.google.com

it's conspiracy

[Russian]

Haha, that's funny comming from you. Exactly like we do when we see one of those BSN articles of yours

Thats funny because i stopped posting those a long time ago.
Plus there isnt nearly that kind of bias...

[Unoid]

Anyone feeling risky? They've been trending up for months, Perhaps in the next few days the price will fall 5-10%

Anyone care to short some nvda stock with me?

[initialised]

Yikes, that's worse then R600.

I always says wait on the other camp, then buy, but if we don't get some positive news soon.....

It's to all the people who said wait for R600 when G80 was out. Let's hope this doesn't turn out that way.

It certainly looks like it's going that way and the R870 will be the DX11 GPU of choice for some time.

Come on nVidia, do something radical like buying AMD!

[SubZero.it]

I'm already focused on buying a 5870 card, but...having an nVidia counterpart could be really better, at least for the competition...in price I mean

[Sh1tyMcGee]

This is coming from Charlie, the nVidia hater. Someone quick, grab a shovel.

[Mechromancer]

When Jen Hsun opened his Can of Whoop Ass he apparently spilled it in his lap.



Oh well, I will be happy to own my $349.99 AMD HD5870. AMD is full of win lately.

[Chumbucket843]

The whole text can be found here: http://www.semiaccurate.com/2009/09/...eilds-under-2/ by Charlie Demerjian

Comments?

do us all a favor and dont allow charlie articles in the news section. now nvidia needs to hire a guy to publish BS about ATi too.