nVidia Q1 2003 quarter - What about some speculation?

Arun

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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
 
"They probably kept their 20-25% marketshare in the Mobile GPU market"

Its not just 9600. Take a look at the Centrino announcments - there was a huge favour towards ATI's offerings over NVIDIA's, many of these were 9000 wins and NVIDIA hardly got a look in.
 
whql said:
"They probably kept their 20-25% marketshare in the Mobile GPU market"

Its not just 9600. Take a look at the Centrino announcments - there was a huge favour towards ATI's offerings over NVIDIA's, many of these were 9000 wins and NVIDIA hardly got a look in.

Icky, missed that one. I guess 15-20% is more reasonable then...
Maybe only $0.20 per share too, then...


Uttar
 
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