I'm just wondering how much these two companies depend on their 'latest, bestest' card to sustain the company. Even if the Geforce FX 5800 ain't the king of the hill like nVidia used to make em, but nVidia still produces Quadros and nForce boards and whatever they put into the Xbox. These product lines should pull in enough revenue for sustenance and future R & D.
I don't think it matters as much to them if they can't rule the gaming industry with the Geforce FX. Sales is not about who has the highest priced card but rather the margins you can earn from them.
nVidia probably has enough diversification to hold through, and not follow the road of 3dfx. Look at the Radeon 8500, spectacular on paper but crappy in drivers when initially released, and after all the headaches, they finally have the 9700 Pro that's stable and fast enough.
Not even sure what point I'm trying to make, but all companies will have their ups and downs.