NVIDIA loses MSI to ATI?

A couple of TR readers sent this one in this morning, but MJS was first. Yahoo Finance is reporting that NVIDA may lose graphics partner MSI to ATI:
Friedman, Billings, Ramsey has learned that NVDA has lost a large design win at Micro-Star (one of its largest customers) to ATYT; firm now believes that other designs at Micro-Star are at risk, given that they had been an NVDA-exclusive customer; additionally, firm believes NVDA's new GeForce FX line will ramp more slowly than expected due to low yields on both discrete and board-level products; trims FY04 rev/EPS ests to $1.80 bln/$0.61 from $1.83 bln/$0.63 (consensus $1.82 bln/$0.59).
If MSI runs from NVIDIA's arms to ATI, it will be a huge win for the Canadian graphics firm. ATI and MSI already share a penchant for red PCBs, so they'd make a cute couple.
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