Hello everybody,
who followed my story about Linux driver request for ATI Rage Mobility.
Probably Nvidia owners will be interesting to see this info as well :-)
I checked today latest news on 3D companies, and it looks like Nvidia will
outsell ATI for Q3' 2000. For the first time.
And Nvidia will announce chip for notebooks just in a few days. See links
below. So, I will go to vendor who makes notebooks based on this chip,
for the next purchase. Of course, I will follow then with corresponding
letter to Compaq and ATI. ;-))
I really don't care what vendor it will be - but driver should work under
XFree, with 3D acceleration. <pause>
Just curious: Guran, have you got answer from NVidia concerning your letter
about open-sourcing their driver? (it was on Oct.11th, so almost one month is
over)
As ATI and Nvidia have now around 70% of 3D market together, situation can
become very dangerous if , for example, Nvidia "changes its mind" and stops
offering driver for Linux.
***
Nvidia to launch its first graphics chip for laptop
http://news.cnet.com/news/0-1006-200-3358466.html
November 1, 2000
The move pits Nvidia against ATI Technologies, a rival chipmaker that has
dominated the graphics market for several years but has seen its earnings and
market share erode amid increasing competition.
Nvidia poised to take lead in PC graphics market
http://news.cnet.com/news/0-1006-200-3238075.html
October 19, 2000.
Nvidia is set to overtake ATI Technologies as the biggest maker of chips that
enhance graphics in the important desktop PC market, analysts and Nvidia
officials said
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Since early last year, Nvidia has introduced an improved chip every six
months. ATI hasn't been as prolific. By the time it started selling its
Radeon line in July, the company had taken almost two years to come out with
a chip with a similar jump in quality.
Nvidia's moves have paid off, as it won contracts for its GeForce line of
chips with longtime ATI customers such as Gateway and Compaq in the past
year. Nvidia also has sold the chips to Hewlett-Packard, Sony and Fujitsu
Siemens Computers, a joint venture of Fujitsu and Siemens
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Even if ATI cedes its lead in the desktop market, it will still be the
biggest overall supplier of graphics chips. The company's chips were in 48
percent of notebook computers in the second quarter of 2000, Mercury said, up
from 17 percent a year earlier. The notebook PC market is faster-growing than
the desktop market, analysts said.
Chips for notebook PCs are typically more profitable for companies like ATI,
though fewer are sold, Feibus said.
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Jon Peddie Associates - TRENDS
http://www.jpa.com/articles/trends/2000/0313.html
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The market is betting on Nvidia. ATI has never been good at telling a story
the market wants to hear and its PE reflects that. Also, it too lost the
over-glamorized X-box win to Nvidia and even though it's highly debatable if
Microsoft will ever actually ship such a box, the cachet such a design win
carries is what the cows on Wall Street look for.
Nvidia is clearly on a roll and has been for a while. ATI is positioned to
lose, that's the challenge of any company at the top. In one sense ATI has
already lost-in terms of mind-share, they certainly are not the company
people speak about when describing the "hot" companies.
The question now is can Nvidia capitalize on the fame and continue to
deliver? The NV15 will be announced soon and the NV20 right after it. ATI has
their new Rage 6 and it has got some features Nvidia doesn't. Will ATI be
able to get that across to the OEMs?
Could it be in the future there will be two chips in all the boxes: Intel and
Nvidia? Is Nvidia the best candidate to be the next Intel? - Jon Peddie
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--
Vadim Plessky
http://kde2.newmail.ru (English)
http://kde2.newmail.ru/index_rus.html (Russian)
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