Results 1 to 15 of 15

Thread: Nvidia shares fall on RTX 20 Series disappointment

  1. #1
    HEXUS.admin
    Join Date
    Apr 2005
    Posts
    31,709
    Thanks
    0
    Thanked
    2,073 times in 719 posts

    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.

  2. #2
    Banhammer in peace PeterB kalniel's Avatar
    Join Date
    Aug 2005
    Posts
    31,023
    Thanks
    1,870
    Thanked
    3,381 times in 2,718 posts
    • kalniel's system
      • Motherboard:
      • Gigabyte Z390 Aorus Ultra
      • CPU:
      • Intel i9 9900k
      • Memory:
      • 32GB DDR4 3200 CL16
      • Storage:
      • 1TB Samsung 970Evo+ NVMe
      • Graphics card(s):
      • nVidia GTX 1060 6GB
      • PSU:
      • Seasonic 600W
      • Case:
      • Cooler Master HAF 912
      • Operating System:
      • Win 10 Pro x64
      • Monitor(s):
      • Dell S2721DGF
      • Internet:
      • rubbish

    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.

  3. #3
    Senior Member
    Join Date
    Feb 2009
    Posts
    358
    Thanks
    9
    Thanked
    14 times in 12 posts
    • Nobull's system
      • Motherboard:
      • MSI H67MA-E45
      • CPU:
      • Intel i5 2400
      • Memory:
      • 4GB Corsair Value Select 1333mhz
      • Storage:
      • Corsair F60 SSD + 2.5TB
      • Graphics card(s):
      • HD6950 2GB
      • PSU:
      • CM Silent Pro Gold 600W
      • Case:
      • CM Elite 370
      • Operating System:
      • Windows 7 Pro
      • Monitor(s):
      • Samsung Syncmaster P2450

    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.

  4. #4
    Senior Member
    Join Date
    May 2014
    Posts
    2,385
    Thanks
    181
    Thanked
    304 times in 221 posts

    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.

  5. #5
    Moosing about! CAT-THE-FIFTH's Avatar
    Join Date
    Aug 2006
    Location
    Not here
    Posts
    32,039
    Thanks
    3,910
    Thanked
    5,224 times in 4,015 posts
    • CAT-THE-FIFTH's system
      • Motherboard:
      • Less E-PEEN
      • CPU:
      • Massive E-PEEN
      • Memory:
      • RGB E-PEEN
      • Storage:
      • Not in any order
      • Graphics card(s):
      • EVEN BIGGER E-PEEN
      • PSU:
      • OVERSIZED
      • Case:
      • UNDERSIZED
      • Operating System:
      • DOS 6.22
      • Monitor(s):
      • NOT USUALLY ON....WHEN I POST
      • Internet:
      • FUNCTIONAL

    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!!

  6. #6
    Banned - repeated insults to other members
    Join Date
    Feb 2015
    Posts
    146
    Thanks
    0
    Thanked
    4 times in 3 posts

    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!

  7. #7
    Senior Member
    Join Date
    Aug 2003
    Location
    Wonderful Warwick!
    Posts
    3,919
    Thanks
    4
    Thanked
    183 times in 153 posts

    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!

  8. #8
    Registered+
    Join Date
    Jun 2014
    Posts
    66
    Thanks
    0
    Thanked
    4 times in 4 posts

    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?

  9. #9
    Banhammer in peace PeterB kalniel's Avatar
    Join Date
    Aug 2005
    Posts
    31,023
    Thanks
    1,870
    Thanked
    3,381 times in 2,718 posts
    • kalniel's system
      • Motherboard:
      • Gigabyte Z390 Aorus Ultra
      • CPU:
      • Intel i9 9900k
      • Memory:
      • 32GB DDR4 3200 CL16
      • Storage:
      • 1TB Samsung 970Evo+ NVMe
      • Graphics card(s):
      • nVidia GTX 1060 6GB
      • PSU:
      • Seasonic 600W
      • Case:
      • Cooler Master HAF 912
      • Operating System:
      • Win 10 Pro x64
      • Monitor(s):
      • Dell S2721DGF
      • Internet:
      • rubbish

    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.

  10. #10
    Senior Member
    Join Date
    May 2009
    Location
    Where you are not
    Posts
    1,330
    Thanks
    606
    Thanked
    103 times in 90 posts
    • Iota's system
      • Motherboard:
      • Asus Maximus Hero XI
      • CPU:
      • Intel Core i9 9900KF
      • Memory:
      • CMD32GX4M2C3200C16
      • Storage:
      • 1 x 1TB / 3 x 2TB Samsung 970 Evo Plus NVMe
      • Graphics card(s):
      • Nvidia RTX 3090 Founders Edition
      • PSU:
      • Corsair HX1200i
      • Case:
      • Corsair Obsidian 500D
      • Operating System:
      • Windows 10 Pro 64-bit
      • Monitor(s):
      • Samsung Odyssey G9
      • Internet:
      • 500Mbps BT FTTH

    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.

  11. #11
    Registered+
    Join Date
    Sep 2016
    Posts
    28
    Thanks
    0
    Thanked
    0 times in 0 posts

    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..

  12. #12
    Long member
    Join Date
    Apr 2008
    Posts
    2,427
    Thanks
    70
    Thanked
    404 times in 291 posts
    • philehidiot's system
      • Motherboard:
      • Father's bored
      • CPU:
      • Cockroach brain V0.1
      • Memory:
      • Innebriated, unwritten
      • Storage:
      • Big Yellow Self Storage
      • Graphics card(s):
      • Semi chewed Crayola Mega Pack
      • PSU:
      • 20KW single phase direct grid supply
      • Case:
      • Closed, Open, Cold
      • Operating System:
      • Cockroach
      • Monitor(s):
      • The mental health nurses
      • Internet:
      • Please.

    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.

  13. Received thanks from:

    Iota (22-09-2018),nichomach (25-09-2018)

  14. #13
    Registered User
    Join Date
    Feb 2009
    Posts
    4
    Thanks
    0
    Thanked
    0 times in 0 posts

    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.

  15. #14
    Registered User
    Join Date
    Feb 2009
    Posts
    4
    Thanks
    0
    Thanked
    0 times in 0 posts

    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!

  16. #15
    Registered+
    Join Date
    Dec 2016
    Location
    Buckinghamshire
    Posts
    75
    Thanks
    2
    Thanked
    3 times in 3 posts
    • Ballantin's system
      • Motherboard:
      • Asus Rampage Extreme Omega
      • CPU:
      • Intel i9 9900X
      • Memory:
      • 64Gb Gskill Trident Z 3600
      • Graphics card(s):
      • 2x RTX 2080Ti
      • PSU:
      • Corsair AX1600i
      • Case:
      • Corsair 800D
      • Operating System:
      • Windows 10 Pro
      • Internet:
      • Vodafone 900Mb

    Re: Nvidia shares fall on RTX 20 Series disappointment

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

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •