Silent_One
Newcomer
http://www.ve3d.com/Comments.aspx?ID=1090&contenttype=1
"Merrill Lynch's latest investment report on Nvidia has an interesting little tidbit - Merrill Lynch is a little concerned about Nvidia being able to launch NV30 successfully during April Quarter. While this may just be a very conservative outlook on the card, it does make one wonder how much a late launch would hurt Nvidia's pockets. The language of the report is very skeptical at times. Here's a piece:
The first order of business for NVIDIA is to get NV30 off the ground. Though we picked up product specifics at the launch on Monday, we had a chance to get more detail on the timing of the ramp and remaining challenges yesterday. As expected, NVDIA has chosen not to use low-k dielectric on the NV-30, a decision which involves some performance compromises but also lowers the risk of any manufacturing miscues. With the part now qualified, waiting on system integrators to finish boards is the issue – that clearly is not going to happen until the April quarter. "
OUCH!
"Merrill Lynch's latest investment report on Nvidia has an interesting little tidbit - Merrill Lynch is a little concerned about Nvidia being able to launch NV30 successfully during April Quarter. While this may just be a very conservative outlook on the card, it does make one wonder how much a late launch would hurt Nvidia's pockets. The language of the report is very skeptical at times. Here's a piece:
The first order of business for NVIDIA is to get NV30 off the ground. Though we picked up product specifics at the launch on Monday, we had a chance to get more detail on the timing of the ramp and remaining challenges yesterday. As expected, NVDIA has chosen not to use low-k dielectric on the NV-30, a decision which involves some performance compromises but also lowers the risk of any manufacturing miscues. With the part now qualified, waiting on system integrators to finish boards is the issue – that clearly is not going to happen until the April quarter. "
OUCH!