DETAILS: February 28, 2003 w/ Frank han
CONTRIBUTION: Researched the video graphics
accelerator market, gave a historical overview of the industry, looked
into the relationship between hardware and software and did FCFE valuations
for both firms.
OF INTEREST: After a few years of a near monopoly,
Nvidia is hurting: Why? ATI is back. After a disappearance act, the company
has fought back to re-take the lead with its Radeon 9000 series of cards
in one of the most soap-operatic battles since Microsoft vs. Apple. But
since the market changes so rapidly, who'll take over in the next cycle?
DOWNLOADS: Powerpoint
PDF / Valuation XLS
|