JPR's Graphics Market Index (GMI)

As most of you know, we are offering as part of our consulting service a quarterly market survey named Market Watch. It will cover the shipments of graphics chips and AIBs, market share data, historical perspectives, company profiles (with financial data) and, of course, market forecasts. The first edition  will cover the periods of Q3 and Q4 2001. Q1’02 data collection has also been started.

In addition to all that information, we have inaugurated a stock index (GMI) that tracks 3Dlabs, ATI, Nvidia, Intel, Trident and Via against the DJIA and the NASDAQ. We started the index on 2 July 01, normalizing everything to 1.00. The results are interesting and show that for the period between 2 July 2001 and 8 February 2002 the GMI group of companies greatly out performed the markets, as the following diagram illustrates. However, when we added the Taiwanese and European companies to the mix we see that the average goes down quite a bit. 

Surprisingly, the US-based graphics companies have outperformed the Dow Jones Index and Nasdaq. However, our JPR world index comes down with the addition of struggling companies in Europe and Asia.

In the quarterly Market Watch report, we will show the individual companies performance as well. 

We welcome any suggestions or requests you might have on this. Send them directly to me  (jon@jonpeddie.com) and/or Lisa (lisa@jonpeddie.com).