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Nvidia: The Repercussions Of RAMGate

Nvidia (NASDAQ:NVDA) has recently been on a roll with their discrete GPU cards. Their Maxwell technology was first released in their low-end GTX 745/750/750 Ti cards, and received excellent reviews based on their excellent power characteristics. This was followed by the high-end GTX 980 and GTX 970, which by virtue of the excellent performance, to go with the still superlative power efficiency, also were very well received. This month the GTX 960 enhanced the scope of Maxwell, filling the gap in the mid-range. All was well for Nvidia, as Advanced Micro Devices (NASDAQ:AMD) was suffering with obsolete technology, by comparison, and had to drastically lower prices to remain competitive. Even that did not resolve the issue, as AMD bemoaned their poor sales of discrete GPUs, as the company withered under the strain of their degenerate large processors and inferior GPU technology. Revenue fell, research and development took an ugly cut in Q4, and revenue guidance collapsed. With new cards rumored to be several months away, and new higher-end CPUs at least a year away, AMD was being handled easily by its competitors. Until RAMGate that…