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View Full Version : Your thoughts on ATVI and NVDA as wotlk release approaches?


Mac
08-15-2008, 01:19 PM
NVDA ('http://www.cnbc.com/id/15837290?q=NVDA') looks like a bargain at this level ~13 atm, I'm wondering how much that will change with the wotlk release comming in q4

ATVI ('http://www.cnbc.com/id/15837290?q=ATVI') up and to the right for the last few years, currently ~4.50 off its 52 week high of 38.56, is wotlk built into the price at these levels or will we see more upside with the wotlk release in q4, if so, how much?

AMD ('http://www.cnbc.com/id/15837270?q=amd') gonna do anything with all this?
Anozireth
08-15-2008, 01:40 PM
I really don't see how WOTLK will have any significant effect on the stock price of graphics chip makers. Sure it's a huge release, but everyone who's going to rush out and buy it is already playing and thus has a system that will run it. It's just not the type of title that lots of people are going to be upgrading to be able to play.
Ughmahedhurtz
08-15-2008, 01:43 PM
I'd be less focused on LK affecting things as much as NVidia's tendency to slip schedules for their OEMs or ATI's proven track record of dropping the ball on their chipsets. /shrug
entoptic
08-15-2008, 02:10 PM
The market is whack right now so I don't think it really matters what happens since the market seems to do whatever the oil gods want it to do. Unless the Oil tychoons play WoW I don't think you will see much.

I will say that back in the day Nvidia was trading at 175.00 a share and look at them now.

ATI's shares have gone up and down but nothing like what Nvidia has done.
Ughmahedhurtz
08-15-2008, 02:23 PM
Hmm....check this out: http://www.hothardware.com/News/NVIDIA-Shows-Interactive-Ray-Tracing-on-GPUs/
Oswyn
08-15-2008, 05:35 PM
Entopic is right. Even if a company can turn itself around, it doesn't necessarily mean their stock will follow. It's a crazy market.

Nvidia: We Underestimated AMD ('http://blogs.zdnet.com/BTL/?p=9657')

With the 4870 X2 just released, AMD had complelling stack of solutions from $39 up to $549. nVidia won't be able to respond quickly like they did when AMD released 3870 X2. I'm curious what the future holds for nVidia when Intel is finished with Larabee.