FUD Zilla claims NVIDIA has gained a lot of OEM deals lately, but the site claims the chip maker is merely boosting its marketshare by burning cash or operating on tiny margins:
We've learned that Nvidia is making deals in the OEM market that many cannot refuse. They are selling chips below cost or at some ridiculously small margins simply to look better in the mercury date.
Nvidia is going to lose significant market share to ATI in Q3 2008 and especially in Q4 2008 and these OEM deals will show the investors that despite the situation they did well. This is a smart card that Nvidia’s management wants to play and we believe its a brilliant strategy where Nvidia will show that despite weaker products they can still win market share.