Recent content by PurplePigeon

  1. P

    NVIDIA Q4: Ouch! $481M revenue, <30% margins

    To my inexperienced investor's eye, the offer to buyback options from employees looks moderately generous, especially when you look at the cost on the open market to buy call options. According to yahoo finance, Jan 2011 $25.00 call options have a bid/ask of 0.35/0.50. Maybe if you were an...
  2. P

    Recession & Semiconductors: vaporware or disaster?

    It actually seems to me that the market perception of what is happening is clearer than what is really happening. Since there is a strong whiff of recession in the air, some investors are connecting the dots and trying to stay ahead of the curve. Zero or negative growth would imply lower...
  3. P

    The LAST R600 Rumours & Speculation Thread

    EETimes also has a story, presumably about the same event: http://www.eetimes.com/news/latest/showArticle.jhtml?articleID=197700269
  4. P

    Question for economists

    I'm probably not completely understanding the question, but I think others are on the right track when they talk about the system being described as too limited to be realistic. If we extended the system to include: a) a central bank which has the ability to create money (as opposed to "value"...
  5. P

    R590 - Will we see this beast?

    Gemini mention on digitimes I assume it's the same "Gemini" that has been mentioned in this thread. From an interview at Digitimes with GeCube http://www.digitimes.com/mobos/a20060222PR202.html
  6. P

    Why ATI ditched the R300 architechture ?

    I believe I understand. So, it sounds like the shader compiler could conceivably compile a model 2.0 shader to utilize the model 3.0 hardware resources (ie. dynamic branching) if it determined that it would ultimately run faster that way. Or, to paraphrase, fast hardware dynamic branching could...
  7. P

    Why ATI ditched the R300 architechture ?

    I hesitate to ask this question, lest I reveal my profound ignorance of shader programming... But anyways. Regarding dynamic branching. Would it be feasible (or even desirable) for ATI's driver to compile shaders that use static branching into internal code that uses dynamic branching instead...
  8. P

    Anyone knows what's NVIDIA acquiring?

    AVG is likely American Video Graphics. You can find the background info in nVidia's old 10K's.
  9. P

    Did ATI hold back on R520 to make room for R580?

    Well, ATI management has been talking to investment analysts again. Couple of excerpts from the TD report: And (And just to defuse speculation before it starts, the R580 reference did not appear anywhere near the 80nm reference.) Out of respect for the actual "analysis" part of the analyst...
  10. P

    Jon Peddie Q305 Report

    Indeed. Some people find this information useful.
  11. P

    Jon Peddie Q305 Report

    Indeed, the breakdown into market segments would make things more interesting. I imagine at some point those will be revealed to the broader public. I was actually going to make a comment along the lines that I expected Q4 overall market share to be more of the same for ATI and nVidia, with...
  12. P

    Jon Peddie Q305 Report

    Ok, I lied, maybe there is something a bit surprising about VIA's results. No idea. I guess their IGP solution must be doing ok. Didn't see any corroborating evidence at the VIA web site though. I did notice that VIA did have an announcement today that they'd be using Fujitsu for their 90 nm...
  13. P

    Jon Peddie Q305 Report

    From Digitimes http://www.digitimes.com/news/a20051101PR206.html, we have the Graphics chipset market share breakdown: Company Q3% (Q2%): Intel 41.8% (43.8%) ATI 26.2% (26.8%) Nvidia 17.8% (15.9%) VIA 8.9% (7.8%) SiS 4.8% (5.1%) Matrox 0.3% (0.3%) XGI 0.2% (0.3%) 3Dlabs 0.01% (0.02%)Nothing...
  14. P

    G70 Vs X1800 Efficiency

    I'm probably just grumpy, stupid, or ignorant, but I don't like the way DH uses the term "efficiency". In my mind, a high level of efficiency suggests that the resources of the GPU are not idle very much. However, it seems to me that DH is actually measuring how much work each GPU performs each...
  15. P

    ATI 4QF05 Conference Call

    When looking at financial statements, there are many non-cash items which can contribute to the loss reported. For example, when the estimated value of your inventory goes down, it doesn't affect how much cash you have in the bank, but it does contribute to your loss. And there are other...
Back
Top