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What a difference a couple of quarters can make in the market for graphics add-in boards. The first quarter of 2007 was downright ugly, not so much with respect to units, but very much so in the context of revenue and ASPs. Volume was down just modestly, but ASPs and revenue (street) were way down, off21.2 percent sequentially and a huge 39.8 percent year to year. The second quarter of 2007 showed an expected bounce back to respectability.
In this market, there's not much in the way of status quo. Q1 saw that big swing downward, and then Q2 saw moderation. Now Jon Peddle Research's Q3 results are in, and the firm reports another big swing, but this time a strong--and most welcome--one to the upside.
With the momentum that ramped in Q2, with both Nvidia and AMD in various stages of product ...