Things must be going great for Nvidia, rather than a dual 480gtx, they are basically releasing...... a dual 5770 type card, a dual midrange card that well, other than 1gb mem and 256mbit bus we don't know much about, it will almost certainly be lower shader count than the 465gtx, but mayber higher clocks, either way its going to be quite a lot slower than a 5830 per core.
As for shares recovering, they aren't, they've been pretty much crashing in the past month as most of the tech industry pretty much has done with BP/Goldman killing the US stockmarket.
LIkewise, their numbers((Fudzilla) are such utter poop, the same quarter last year was recession numbers basically. The growth from Q1 last year, to Q1 this year, was some 100-120% for AMD and Intel, the very least the numbers should be over Q1/q2 last year to q1/q2 this year is 50%, really should be quite a bit higher. Nvidia also had some one off payments made in these quarters last year hence the big loss, coupled with awful sales due to sales beginning of last year being terrible all around the tech industry.
AS for THe red crowd saying Nvidia will collapse, they likely will, as said those financials(from Nvidia's most biased site) are incredibly misleading, both AMD/Intel have sales and profits in over 100% higher than the same time last year, 50% increase is bad. THe 100% increase for AMD/Intel is really just pushing the numbers up to what they were selling BEFORE the recession, not showing massive growth, just getting back to normal.
Nvidia has by every measure lost market share heavily in the past 18 months.
Their most profitable segment is still low end, and that production was NOT interputed while Fermi wasn't being made.
The people saying Nvidia are screwed in the future is, the thing thats kept Nvidia profitable, the low end and nothing but the low end, is literally a dead market that they can't compete in. AMD and Intel are moving to intergrated low end gpu's in EVERY chip they make within a year or two, at which point Nvidia's low end sales will drop from 60% of their revenue to, pretty much as good as 0%.
Name a company that won't be in dire trouble when 60% of their sales dissappear, because I can't think of one. ANy sane person reading the situation said Nvidia were in trouble IN THE FUTURE and NOT over Fermi. I've specifically stated MANY times that Fermi is almost irrelevant to Nvidia right now, profits come from the low and somewhat mid end, high end means not much at all. Its the same reason AMD didn't suffer in the slightest when the 2900xt was late, it still had VERY strong mid and lowend cards selling by the millions, as do Nvidia right now.
Fermi is NOT the reason people are predicting Nvidia's demise, because it has smeg all to do with it. Fermi's low end derivitives will hurt Nvidia's bottom end, its highly likely their low end Fermi will be much bigger than their current low end last gen with dx10.1 botched on.
So new low end, will be bigger, with a little lower yields(not much) but have to sell in the same price bracket, that means less profits per sale on cores with a very tight profit margin to start with.
