I have not payed too much attention to the posts or the editorial (he doesn't even have a clue about what a news article is) itself, but come on, Demerjian really? We have to believe anything?
The very first day he links to a source that is not an editorial made by himself previously, I will start considering that anything he said might have a 3% of truth into it. I do read him a lot for fun, but when it comes to Nvidia he is so pathetic. It's so usual to read "as we found out some weeks ago" in blue letters ---> link to an editorial made by him in which the only link you can find is again to one of his previous editorials. You can travel as much as 20 links back this way, until you find one editorial which will not have a link to another of his editorials. Yes, you guessed it, there's no source or link at all. You finally found the one first editorial that came straight from his ass.
I still remember that thorought article in which he calculated how much every GTX2xx card costed Nvidia to make. Component after component, the final cost turned out to be in excess of $300 for the GTX260 and a lil more for the GTX280, before the distributors or retailers had even eaten their piece of the cake. According to him, then (that was when RV770 launched or around that date), Nvidia couldn't sell the cards below $400 and $550 respectively. Yeah, 1-2 weeks later stores were selling the GTX260 below manufacturig costs (calculated by him, thats' $300) and 2 months later they were losing more than $100 per card sold instead of earning the usual $40-50 per card, and they are selling for $140 now (wow to the cost reductions!!), yet Nvidia has always turned a profit and still had $200 millions to pay the bumpage thing. Magicians?
I do have to give him some credit though
, because in the art of lying he is a master. You know, that art is based in that the perfect lie is the one that has some small percentage of truth. This way Nvidia might have some problems with GT300, so you just say 3% yields and just sit back watching the site hits go up.
There's no difference between him and the sensationalist media, where they don't mind to say that
<insert famous actress> is pregnant, based on info coming from their ass in order to bump their TV share and when it comes to be false, no worries because "we will get an even bigger share when we say that we were the only ones that knew it was not truth, even if we were the ones that said she was in the first place." Who cares about truth when you can just make money. Literature sells and it neither is true isn't it? The blame is on those who believe anything he says, he didn't ever say it was true anyway...