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Thread: Nvidia shares fall on RTX 20 Series disappointment

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    Nvidia shares fall on RTX 20 Series disappointment

    Morgan Stanley analyst says GPU performance was "not the leap we had initially hoped for":
    Read more.

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    Senior Member kalniel's Avatar
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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by Hexus
    Despite the downbeat note from Morgan Stanley, Nvidia's shares are still a decent but unexciting prospect in the longer term
    I hope Hexus are covered legally to make that kind of statement.

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Good. I hope their shares tank and their sales of the 20XX series are awful, though I doubt the latter. Horrendous price gouging. In the last few years they've pushed the cost of medium to high-end cards into a different stratosphere. I'm completely priced out. I've owned 4 graphics cards and they've all been just down from top tier at the time. I've never spent more than £220 on a card. My last purchase was 7 years ago now. There's been absolutely no value in the GPU market in at least 2-3 years.

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by kalniel View Post
    Quote Originally Posted by Hexus
    Despite the downbeat note from Morgan Stanley, Nvidia's shares are still a decent but unexciting prospect in the longer term
    I hope Hexus are covered legally to make that kind of statement.
    What's wrong with it? They are actually saying something positive but admittedly is laced with a realistic note due to the stability of Nvidias shares leaving little excitement if they might climb radically.

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Don't worry now its coming to Christmas they will sell a million of them as people will want the latest gadget,and then with the RTX3000 series they will jack up the USD price even more. Just whack it on the CC or installment plan like a bloke I knew once. Wait until they do GPU contracts like phone contracts - you won't be able to buy GPUs but rent them,so the money tree continues!!

    I suppose I could at least play Fallout 4 for the nth time again!!


    Those despicable Elk,stealing the pond weed!

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by kalniel View Post
    Quote Originally Posted by Hexus
    Despite the downbeat note from Morgan Stanley, Nvidia's shares are still a decent but unexciting prospect in the longer term
    I hope Hexus are covered legally to make that kind of statement.
    Why <admin removed - language> does Hexus need any cover? You obviously haven't even read any analysts reports before insinuating far worse!

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by preter_s View Post
    Quote Originally Posted by kalniel View Post
    Quote Originally Posted by Hexus
    Despite the downbeat note from Morgan Stanley, Nvidia's shares are still a decent but unexciting prospect in the longer term
    I hope Hexus are covered legally to make that kind of statement.
    Why the hell does Hexus need any cover? You obviously haven't even read any analysts reports before insinuating far worse!
    I think it's a slight dig at NV's tendancy to sue
    Old puter - still good enuff till I save some pennies!

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by preter_s View Post
    Quote Originally Posted by kalniel View Post
    Quote Originally Posted by Hexus
    Despite the downbeat note from Morgan Stanley, Nvidia's shares are still a decent but unexciting prospect in the longer term
    I hope Hexus are covered legally to make that kind of statement.
    Why the hell does Hexus need any cover? You obviously haven't even read any analysts reports before insinuating far worse!
    Did someone feel offended about a review and technical report? My goodness. When you are a company with a product that sells to millions of consumers, then you are at risk of receiving criticism. If you cannot take the criticism, get out of the business. Simple. Is this another snowflake response to reality? What do you wish, more sugar coating of the facts when the facts are telling?

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by preter_s View Post
    Why the hell does Hexus need any cover? You obviously haven't even read any analysts reports before insinuating far worse!
    Analysts usually have to declare any relevant investments and positions they/their staff have if they are passing comment on how a stock might perform, which might be taken as advice.

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by kalniel View Post
    I hope Hexus are covered legally to make that kind of statement.
    Cherry picked comment to be fair to Hexus here, it's taken out of context of the entire article, especially the preceding part. Equally, I don't view Hexus as having given financial advice in this article, as an investor myself that's a pretty important distinction to make.

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by CAT-THE-FIFTH View Post
    Don't worry now its coming to Christmas they will sell a million of them as people will want the latest gadget,and then with the RTX3000 series they will jack up the USD price even more. Just whack it on the CC or installment plan like a bloke I knew once. Wait until they do GPU contracts like phone contracts - you won't be able to buy GPUs but rent them,so the money tree continues!!

    I suppose I could at least play Fallout 4 for the nth time again!!
    I doubt it, the pricing is just way, way too high as many 'normal people' kids included will just not be able to stretch to that price...$500 maybe but above that...especially $800 to $1200 I think not..

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Quote Originally Posted by Iota View Post
    Quote Originally Posted by kalniel View Post
    I hope Hexus are covered legally to make that kind of statement.
    Cherry picked comment to be fair to Hexus here, it's taken out of context of the entire article, especially the preceding part. Equally, I don't view Hexus as having given financial advice in this article, as an investor myself that's a pretty important distinction to make.
    I'll give you financial advice for free. Buy AMD.

    Except for the fact that all my CUDA stuff went out of the window along with my GTX card but hey.... I feel better having made the point.

    I think Nvidia have to remember just whom they are pitching this product at. Basically people like me - intelligent professionals who are nerds who game but don't like consoles. I could afford the RTX series easily. But the target audience aren't people who pay a fortune for Nike trainers, they are people who seriously consider purchases like this and won't buy just for a brand or on reputation. We buy on objective criteria. Nike trainers don't come with in depth technical reviews looking at the molecular structure of their soles which would be the equivalent level of depth that many GPU reviews go into. And there are a lot of review sites doing this level of depth which demonstrates the demand for them and therefore how carefully your market considers before parting with its cash.

    Nvidia has forgotten this. I'm sure its new cards will do well, they are powerful. I read the reviews and then took them in context of how much I paid for my Vega 64, how much I will get for my old GPU (at a minimum, I'm expecting ~60% of market value because.... sensible) and I'm extremely happy with my purchase.

    They're fast but only fast enough to justify a generational leap, not a massive hike in prices as well and their new tech is frankly not well demonstrated, poorly supported at present, of little tangible benefit (although I appreciate that much like sound quality, some people will appreciate things I totally filter out and vice versa) and as yet demonstrated at resolutions so low that it will represent a huge trade off (more shiny shiny for lower resolution), especially given that the target market for the 2080ti would be the people most likely to own 4K monitors and they will NOT appreciate having to run a 32" 4K beast at 1080P to get a decent frame rate with all the shiny turned on.

    That this outcome wasn't painfully obvious at the design stage, especially in the face of a resurgent AMD (almost wrote "ATI" there) is concerning. Perhaps they want to "take the hit" to push out new tech? If they were, they should be using it as a marketing ploy like Apple did with the loss of the 3.5mm connector. "We want to be brave, maybe lose a bit of cash compared to where we could be but push on technology and drive the industry forward...." blah blah would go down a lot better than the rubbish they're feeding us now.

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Market expectations are distorted by the way mining shifted overall demand to the top end. The market for Turing is much more focussed on gamers. The majority of these could not afford 1080 so it is hard to see that they will bite 2080 or higher. This is probably regardless of power - £750ish is fundamentally too much for all but a fanatical core.

    This table shows proportions of Steam hardware surveys by model for 10 series - mid to lower range clearly dominates.

    GeForce GTX 1060 37.2%
    GeForce GTX 1050 Ti 23.6%
    GeForce GTX 1050 13.1%
    GeForce GTX 1070 11.2%
    GeForce GTX 1080 7.6%
    GeForce GTX 1080 Ti 4.1%
    GeForce GTX 1070 Ti 2.1%
    GeForce GT 1030 1.2%
    Last edited by push2far; 25-09-2018 at 12:30 AM.

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Sorry about the tabling formatting above - doesn't look like that when you type it in!

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    Re: Nvidia shares fall on RTX 20 Series disappointment

    Where did you get that data? It's quite interesting.

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