NVIDIA sales down 60%
http://www.bloggingstocks.com/2009/02/10/nvidia-nvda-earnings-disappoint/print/
So last year I warned people here to stay away from nvidia stock because the pc gaming market was moving away from high-end games like crysis to multiplats and games that can be played on integrated gpus. I took a lot of flack for pointing out that the hardcore pc gaming market was becoming unsustainable.
The traditional hardcore pc gaming model, whereby gaming companies produce games that require hardware upgrades, no longer makes economic sense. There is simply more profit potential in targeting both pcs and consoles or mainstream computers that have integrated gpus. This means less money for companies like nvidia since hardware upgrades won't be required as often.
I think this trend is good because the pc hardware arms race was getting out of hand. It also means more games will be playable on laptops which is a plus for those of us who game on the road.
But this also means that we are seeing the collapse of the hardcore pc gaming market. There simply aren't enough sales to keep it alive.
I know this is a reality that is very hard for some to handle but have a look at upcoming pc games for yourself. There is a clear trend of pc games being either multiplat or integrated gpu friendly.
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