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Wednesday, November 12, 2008

Nvidia loses market share to AMD

Despite being forced to slash prices
By Sylvie Barak: Wednesday, 12 November 2008

GRAPHICS ADD-IN BOARDS are doing rather well under the economic circumstances claims a new report by graphics analyst, Jon Peddie, who also reckons AMD’s new graphics chips are grabbing market share away from Nvidia. A new report released today reckons there’s been an increase in AIB shipments, with overall shipments up by 17.8 per cent (sequentially) and unit shipments for AIBs up 11per cent to 21.9 million. Despite being up sequentially, however, graphics add-in board unit shipments were down year-to-year. Nvidia was also probably feeling a bit down, after taking a bit of an AMD pounding. According to Peddie, "AMD has by all accounts exceeded expectations with its Radeon HD 4000 series," and the firm’s aggressive pricing has also had an impact, causing prices of AIBs to drop.

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LCD Makers Settle Price-fixing Charges, Agree to Fines

By Grant Gross Nov 12, 2008

Three electronics manufacturers -- LG Display, Sharp and Chunghwa Picture Tubes -- have agreed to plead guilty and pay a combined US$585 million in criminal fines for conspiring to fix the prices of liquid crystal display (LCD) panels, the U.S. Department of Justice announced Wednesday. LG will pay $400 million of the fines, which is the second-highest fine ever imposed by the DOJ's Antitrust Division, the DOJ said. The DOJ filed the price-fixing charges in U.S. District Court for the Northern District of California in San Francisco Wednesday. The companies, in agreeing to settle the charges, also agreed to cooperate with the DOJ's ongoing antitrust investigation. Thin-Film Transistor LCD panels are used in computer monitors and laptops, television sets, mobile phones, and other electronic devices. In 2006, the worldwide market for TFT-LCD panels was approximately $70 billion, the DOJ said. Companies directly affected by the LCD price-fixing conspiracies are some of the largest computer, television and cellular telephone manufacturers in the world, including Apple, Dell and Motorola, the DOJ said in a press release.

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AMD will show tilt toward ultraportables Thursday

by Brooke Crothers November 12, 2008

Advanced Micro Devices on Thursday plans to discuss its strategy for ultraportables, a market where the chipmaker is a self-professed laggard. Whether AMD targets Netbooks specifically or a different design isn't clear. But the company must contend with the fact that Netbooks have become a market sensation over the last year. The Asus Eee PC demonstrated quickly that there was latent demand for a small, low-cost, lightweight laptop-style computer. Every major PC maker--with the exception of Sony--followed suit, including Dell, Hewlett-Packard, Toshiba, and Acer. And Microsoft has made it clear that a version of Windows 7 will be stripped down specifically for Netbooks. But AMD is not a player. It has effectively conceded this market to Intel, which virtually owns the Netbook market with its Atom processor. That may change Thursday at AMD's 2008 financial analyst day. "Tomorrow we will discuss our plans to move into the ultraportable market and deliver new platforms aimed at the key areas driving the bulk of the mobile market expansion," an AMD spokesperson said Wednesday. Ironically, AMD's Geode--one of its less-conspicuous chips in a large stable of mobile processors--was chosen for the One Laptop per Child XO laptop, which predates the Netbook market and predates Intel's Atom.

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Intel warns of sharply lower revenue

By AP Nov. 12, 2008

Intel Corp. sharply cut its fourth-quarter sales projection Wednesday, indicating just how severely technology spending is being slammed to a halt in the economic turmoil. The chip maker now expects revenue to come in at about $9 billion, down from a previous estimate of $10.1 billion to $10.9 billion, as personal computer makers look to cut back on their parts inventories. Analysts polled by Thomson Reuters expected $10.3 billion, on average. In response, Intel said it expects to cut spending on research and acquisitions to $2.8 billion in the fourth quarter, down from the previously expected $2.9 billion.

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