Nvidia MCap - $9.86bn
AMD Mcap - $6.57bn
AMD is certainly catching up. But Nvidia has also increased from a 52 week low of $7.08 to $18.22 on christmas eve.
AMD also own a lot of Global foundries and have, well, they are worth a heck of a lot more than Nvidia, less in cash, FAR more in everything else.
As for the 52week high, does no one remember the stock market crash, 98% of companies in the world are at 52 week highs, and most of these companies have had a new 52week high every week for the past 4/5 months. AMD specifically have had a 52 week high almost every week since around April IIRC.
However, AMD hit a low of around $1.60-1.80 and have since gone up in value almost 5 times over. Nvidia's low to high is a far smaller percentage bump, AMD in terms of increase in value since the stock market crash(and in the months before it) has increased vastly more than Nvidia.
Yea, that's due to lack of competition, which is back to the point of needing competitors
Prices aren't due to lack of competition, recent price hikes are quite literally due to retailers ripping us over stock, nothing more or less. The initial price, well a 5850 core quite literally costs about $70 more to make than a 4850, and the pcb and circuitry costs about $10 more, and considering the OEM(sapphire and the like) make the same percentage mark up on a larger price, same for the distributor and the retailer, the prices are EXACTLY where they are for the 4850.
A 40nm wafer costs $5k, a 55nm wafer costs $3.5k, thats a 50% increase right there, then yields are lower, anything from a reported 30 to 50% lower, that again increases the price by another 40-60%. AMD aren't making more than a few dollars more profit on a 5850, than they were on a 4850.
Could have probably been a lot more, the delay in getting 5800s must have stung them.
Not really, while the GPU side of AMD overall is a great business and a fantastic tool for selling the "platform" to guys like Dell, the cpu side of the business is hugely bigger than the gpu side with far higher R&D costs and untill this year, with a manufacturing R&D budget aswell that ran to the tune of 5-6billion every 2-3 years. AMD are simply more profitable and a very stable investment for the future, the gpu side of it is almost small potatoes in terms of talking about the companies value. Shipping a couple hundred thousand less gpu's over 6 weeks is, well, a miniscule amount of their yearly turnover, it would have made almost no impact at all.