[Pitch]

I think ATi arn't in a badder position as we all think.

ATi chose to move to 90nm. It wasn't necessary. And they took a huge gamble with new technology. They expected to get 32 working pipelines, on a totally new core on a totally new manufactering technology.

nVidia now HAS to go 90nm in my opinion and when they do, ATi will be one step. I think ATi's counter blow will come from R580, but we shall soon see.

As I said, it's clear that nVidia have won this round, and rightly so. ATi's gamble didn't pay off, instead, they will pay for it.