<< No big surprise really. In a slowing PC market NVidia actually gained market share. >>
Not only they gained market share, they have been consistenly exceeding the analyst estimates, while others are announcing profit warnings left and right.
In this quarter, NVIDIA revenue very likely to be equal of that ATI (about 230 millions), which is very embarassing for ATI-since they sell boards, integrate chipsets, and set-top-boxes, while NVIDIA only sells 40$-80$ chips.
NVidia keeps chopping...like it or not, it's true
Leon
p.s. Funny how 30 days ago ATI management predicted 300 million "break even" quarter. Talk about misleading....