Forbes has a rather positive article on NVIDIA and cites data from Jon Peddie Research that the green GPU maker had a marketshare of 71% in the discrete graphics card market in Q4 2007:
"Nvidia's CEO, Jen Hsun-Huang, was talking some serious smack on Intel at the company's analyst day, dropping several choice lines," notes Mowrey. "First, he mocked Intel's claim of 42% market share in PC graphics in Q4 2007, versus Nvidia's 33% and AMD's 18%. Intel's figures count its 'integrated' on the motherboard graphics business, which Mr. Hsun-Huang called 'a joke.' So what's he gonna do? He's gonna 'open up a can of whoop-ass!' Really. He said that."
Mowrey chuckles at Hsun-Huang's colorful talk, but he notes that he is talking from a position of strength.
"Research firm Jon Peddie Research pegged Nvidia's Q4 2007 share of the add-in graphics board market at 71% of all units shipped, up from 64% in the prior quarter," he says. "As Nvidia continues to build its Tesla CPU business, focused now on supercomputing applications, it may well begin to take an interest in lower-level computing tasks, encroaching on Intel's home turf."
Mowrey and Buckingham have a 12- to 24-month price goal of $47 for Nvidia.