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Says the Inquirer:
With friends like these...
By Charlie Demerjian: Monday, 21 July 2008, 1:06 PM
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THE PAIN JUST KEEPS coming for Nvidia, this time in the partner space. Two of their key 'alpha' partners have just defected.
It is nearly impossible to make money selling Nvidia cards right now, NV squeezed partners margins too much, and when the going got rough, prioritised its own margins over partner survival. This gave partners the choice of popping like a zit financially or moving to less green pastures.
Like Gainward before them, two of the largest ones, XFX and EVGA have defected. Want to bet Nvidia doesn't know yet? In any case, partners leaving a company like rats leaving a sinking ship is never a good sign, lets see what happens in the coming months when the pain really piles on at NV.
The really interesting part is who they defected to, and it isn't ATI. Paperwork has been signed though, and it is a done deal.
Like we said it is going to be an interesting summer. µ