AlphaAtlas
[H]ard|Gawd
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- Mar 3, 2018
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Nvidia stock fell 2.6 percent on Thursday after Morgan Stanley called reviews for the new Turing gaming cards disappointing. Analyst Joseph Moore said "as review embargos broke for the new gaming products, performance improvements in older games is not the leap we had initially hoped for."
"We are surprised that the 2080 is only slightly better than the 1080ti, which has been available for over a year and is slightly less expensive," he said. "With higher clock speeds, higher core count, and 40% higher memory bandwidth, we had expected a bigger boost." As a result he expects the adoption of Nvidia's new products to be "slower" and doesn't expect "much upside" from the company's gaming business in its next two financial quarters.
"We are surprised that the 2080 is only slightly better than the 1080ti, which has been available for over a year and is slightly less expensive," he said. "With higher clock speeds, higher core count, and 40% higher memory bandwidth, we had expected a bigger boost." As a result he expects the adoption of Nvidia's new products to be "slower" and doesn't expect "much upside" from the company's gaming business in its next two financial quarters.