It's certainly shaping up to be a pretty bad summer for Nvidia. Lets hope they can transition quickly and flawlessly to 55mm so they can hopefully be more competitive price/perf.
NVDA is down ~20% in June. I guess shareholders were expecting more.
If things stay as they are, I don't see Nvidia getting a lot of OEM design wins for the back to school season. Which gives ATI a chance to grab large chunks of marketshare.
Nvidia will be fine just based on brand recognition. Most consumers still follow the halo effect.
The laptop market especially is wide open to ATI right now if they can quickly get out a chip based on Rv770 for the mobile sector.
I'd certainly love to see some rv770 based mobile parts, but I'd be surprised if anything hits this year. The mobile market has always been ridiculously slow in transitioning to new hardware.