mercury numbers for this quarter are out

I'm still waiting for a news write-up on this, too. It didn't take this long for News.com to report Mercury's CPU marketshare bulletin, but I guess GPUs ain't CPUs.
 
Shares of graphics chip producer Nvidia (NVDA) were higher today after the market research firm Mercury Research said that the company gained considerable market share against arch-rival ATI Technologies (ATYT) in the third quarter. ATI is in the process of being acquired by Advanced Micro Devices (AMD). According to a report by Merrill Lynch analyst Sidney Ho, Mercury’s data showed Nvidia with 29% of the overall graphics market in the quarter, up from 21% in the second quarter. Intel still dominated the market with 38% share, though that was down two percentage points. ATI’s market share declined to 21% from 28%.
Based on the same set of data, Deutsche Bank analyst Pranay Laharia raised the firm’s price target on Nvidia shares to $30 from $25. The strong Mercury data, the analyst wrote, raises the possibility that Nvidia could report revenue for the fiscal third quarter ending today above its previous guidance of 8%-10% growth. Nonetheless, Deutsche Bank maintains a Hold rating on the stock, asserting that the shares are “priced for perfect execution.â€￾
Nvidia shares today jumped $2.10, to $34.87.

early numbers
 
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