Arun
21-Apr-2003, 18:10
Hey everyone,
Just thought I'd open a thread on nVidia's Q1 2003 quarter ( results are to be announced in mid May ) - since I guess one might have opened later anyway.
Many things are to be remembered for this quarter:
- nForce 2 SPP impact. Mostly was IGP in Q4, according to nVidia.
- Lower XBox revenue forecasted by nVidia
- Lower margins, possibly slightly lower marketshare in the desktop GPU market
- They remain the "overlord" of the workstation market
- They probably kept their 20-25% marketshare in the Mobile GPU market, however the 9600 Mobile will probably make them lose marketshare in the coming quarters, that is until the NV36 Mobile comes ( that one better be good, or they're in big trouble for the Mobile market )
My forecast: Basic Profit: $0.21 per share
This is not based on any non-public information. And my financial knowledge is NOT very good, so it's probably a not-so-logical forecast. Not much worse than the analysts' one though, I guess.
Uttar
Just thought I'd open a thread on nVidia's Q1 2003 quarter ( results are to be announced in mid May ) - since I guess one might have opened later anyway.
Many things are to be remembered for this quarter:
- nForce 2 SPP impact. Mostly was IGP in Q4, according to nVidia.
- Lower XBox revenue forecasted by nVidia
- Lower margins, possibly slightly lower marketshare in the desktop GPU market
- They remain the "overlord" of the workstation market
- They probably kept their 20-25% marketshare in the Mobile GPU market, however the 9600 Mobile will probably make them lose marketshare in the coming quarters, that is until the NV36 Mobile comes ( that one better be good, or they're in big trouble for the Mobile market )
My forecast: Basic Profit: $0.21 per share
This is not based on any non-public information. And my financial knowledge is NOT very good, so it's probably a not-so-logical forecast. Not much worse than the analysts' one though, I guess.
Uttar