tag:blogger.com,1999:blog-4815867514277794362.post8045077183703289632..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: Tapes and films – the data-point from hellJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-4815867514277794362.post-20638353144724802312009-02-14T04:22:00.000+11:002009-02-14T04:22:00.000+11:00Tech is discovering that creating a better mouse t...Tech is discovering that creating a better mouse trap doesn't mean more sales or profits. The ugly truth is that cheap credit has driven GDP on a world wide basis rather then innovation or productivity but the side effects to the credit binge can be nasty. So I think it can get much worse which is a shock to the high tech crowd.lineup32https://www.blogger.com/profile/01645284557123359301noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-46145940949724484862009-02-13T19:08:00.000+11:002009-02-13T19:08:00.000+11:00Well, it has not been fun. If I might add my indus...Well, it has not been fun. If I might add my industry:<BR/><BR/>NVIDIA: "For the fourth quarter of fiscal 2009, revenue was $481.1 million compared to $1.2 billion for the fourth quarter of fiscal 2008, a decrease of 60 percent."<BR/>http://sev.prnewswire.com/computer-electronics/20090210/AQTU55010022009-1.html<BR/><BR/>It is all somewhat fuzzy. Supposedly we took market share from our competitors:<BR/><BR/>"Everyone in the market suffered reduced shipments — some suffered more than others. In this quarter, Nvidia has taken back some market share from AMD’s ATI division. For more detail see Table 2."<BR/>http://jonpeddie.com/press-releases/details/computer_graphics_chip_shipments_dive_in_q4_08_according_to_jon_peddie_rese/<BR/><BR/>Honestly, I find any further drop unimaginable.Anonymousnoreply@blogger.com