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Merrill Lynch has made some news by projecting a significant relative change in the financial fortunes of the top graphics card competitors: nVidia™ and ATi™. It makes a number of observations in its recent report or company updates. The current desktop leader, nVidia, is described as losing share in that area, beginning next quarter and continuing. While the reports make little or no comment about the underlying technologies or product comparisons, the nVidia™ report sees no prospect for nVidia™ to significantly improve its runner-up positions in the mobile and notebook markets.
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