nVidia Conference Call Tomorrow

Discussion in 'Graphics and Semiconductor Industry' started by Beatles, Feb 12, 2003.

  1. Beatles

    Newcomer

    Joined:
    Jul 19, 2002
    Messages:
    10
    Likes Received:
    0
  2. Typedef Enum

    Regular

    Joined:
    Feb 10, 2002
    Messages:
    457
    Likes Received:
    0
    Man...

    I can honestly say that this is one conference call I won't miss! LOL.

    IE:

    "Question: Jen, can you give us a status on that chip you said was the most significant contribution to 3D in the history of nVidia?"

    "Jen: Sure, Bob. It has been decided that demand was FAR too high than our current supply; therefore, we have decided not to sell it! You see Bob, I don't believe in leaving any one customer out of the loop...and if there's just one guy that can't have it, than nobody can. Next question?"
     
  3. Arun

    Arun Unknown.
    Moderator Legend Veteran

    Joined:
    Aug 28, 2002
    Messages:
    5,023
    Likes Received:
    299
    Location:
    UK
    Actually, I doubt it'll be all that fun for investors :D

    Let me imagine it...
    "Question: You recently said you were confident future products would take the performance crown back from ATI. Any information on those products?
    "Jen: I'm sorry, but we can't give information on unannounced products."
    "Okay, so, how many ASICs are you going to release this year?"
    "Jen: Including NV30 and our next nForce, about 7"
    "Great. But aren't you worried so many ASICs are going to reduce the profitability of each ASIC, thus making it harder to cover R&D expenses?"
    "Jen: Well, we'd need that many ASICs to stay competitive with ATI anyway. And we probably aren't going to be anyway, and... Damn! Kill this guy! Kill EVERYONE WHO HEARD ME!"

    "But sir, there are about a thousand listeners to the conference call..."
    "Would you dare disobey direct orders, Kirk?"
    "Of course not, sir. It'll be done, sir!"


    Uttar
     
  4. Freak'n Big Panda

    Regular

    Joined:
    Sep 28, 2002
    Messages:
    898
    Likes Received:
    4
    Location:
    Waterloo Ontario
    ROFL! God thats sooo funny :)
     
  5. JF_Aidan_Pryde

    Regular

    Joined:
    Feb 6, 2002
    Messages:
    601
    Likes Received:
    3
    Location:
    New York
    Kirk is in Australia attending the Graphite conference. (Essentially Siggraph for Asia Pacific) :)
     
  6. Arun

    Arun Unknown.
    Moderator Legend Veteran

    Joined:
    Aug 28, 2002
    Messages:
    5,023
    Likes Received:
    299
    Location:
    UK
    Yeah. Nobody would suspect nVidia is hiring Australian mass murderers :D

    More seriously, anyone wanna take bets on what nVidia Q4 earnings will be?
    Analysts average supposition is of 0.06/share , or about $10M
    My bet is 0.13/share, or about $22M


    Uttar
     
  7. KimB

    Legend

    Joined:
    May 28, 2002
    Messages:
    12,823
    Likes Received:
    162
    Location:
    Seattle, WA
    Actually, I think a good explanation of this particular one is:

    "We believe that we will sell more products total by maintaining a diversified set of products. At the same time, all of these products will be using the same core technologies, significantly reducing the costs of R&D. So no, I don't believe it will reduce the profitability of each ASIC, as each will sell more and adding, say, a 7th on top of a 6th will just not require much more money."

    But yeah, I'll be interested in getting the transcript of this one. More than anything, I want to see some questions about FSAA. Primarily: is nVidia focused on actually improving their FSAA beyond that which is offered in the GeForce4 currently (specifically gamma-correct FSAA, non ordered-grid 4x, higher than 4x pure multisampling)? Will an improvement in FSAA come before the next major generation (presumably to be released in 2004)?
     
  8. Joe DeFuria

    Legend

    Joined:
    Feb 6, 2002
    Messages:
    5,994
    Likes Received:
    70
    Heh...I think you are dreaming if you think Analysts would even think about asking that quesiton. ;) (Not that I wouldn't like to know the answer to that too....)
     
  9. TheMightyPuck

    Newcomer

    Joined:
    Aug 2, 2002
    Messages:
    207
    Likes Received:
    2
    Location:
    Moist Cheddar Killer Hideout
    Analysts are gonna want to know about high to midrange chips and an intel license for an integrated chipset.
     
  10. MatrixShark

    Newcomer

    Joined:
    Feb 10, 2003
    Messages:
    3
    Likes Received:
    0
    P4 nForce series chipset

    Intel might be a little bit selfish (or wise in some regards) about not letting nVidia produce a P4 chipset. With the nForce2 reputation and momentum, nVidia could grab a big bite of market share over night.
     
  11. stevem

    Regular

    Joined:
    Feb 11, 2002
    Messages:
    632
    Likes Received:
    3
    Re: P4 nForce series chipset

    Possibly, but @ this stage they're not prepared to do so at Intel's price...
     
  12. Nagorak

    Regular

    Joined:
    Jun 20, 2002
    Messages:
    854
    Likes Received:
    0
    Re: P4 nForce series chipset

    M-O-N-O-P-O-L-Y. :roll:
     
  13. epicstruggle

    epicstruggle Passenger on Serenity
    Veteran

    Joined:
    Jul 24, 2002
    Messages:
    1,903
    Likes Received:
    45
    Location:
    Object in Space
    How seriously will you take the conference call. I am not sure how much ill believe what is said on it. They havent delivered as promised from the last call. Didnt he (CEO) promise the products by January.

    anyways, Ill not take the call as seriously,

    later,
     
  14. Joe DeFuria

    Legend

    Joined:
    Feb 6, 2002
    Messages:
    5,994
    Likes Received:
    70
    I'm actually expecting mild losses....
     
  15. Anonymous

    Veteran

    Joined:
    May 12, 1978
    Messages:
    3,263
    Likes Received:
    0
    He didn't promise anything in January.
    He promised NV30s for the January *quarter*
    That's from the mid January to mid April, IIRC...


    Uttar
     
  16. Joe DeFuria

    Legend

    Joined:
    Feb 6, 2002
    Messages:
    5,994
    Likes Received:
    70
    OK...so I was wrong. ;)

    http://biz.yahoo.com/prnews/030213/sfth076_1.html

     
  17. Joe DeFuria

    Legend

    Joined:
    Feb 6, 2002
    Messages:
    5,994
    Likes Received:
    70
    Strange...when did quarters start lasting for 4 months.... ;)

    In any case, USUALLY, when finance talks about "Quarters" they typically do so in terms of the Quarter Ending. So I would have interpreted his comments the "Quater Ending January '03."

    Which would have fit in with nVidia's initial claims about the shipping all allong. But in any case, we all know that all such statements are purposely made as vague as possible such that they can be interpreted in any number of ways to cover their ass. ;) Makes me wonder what "statements of apparent fact" we'll be discussing after today's call because of high ambiguity. (Speaking of which...about 15 minutes from now...)
     
  18. Anonymous

    Veteran

    Joined:
    May 12, 1978
    Messages:
    3,263
    Likes Received:
    0
    Speaking of which, nVidia just announced the Q4 results slightly before the conference call, as they always do.
    It's *significantly* above every analyst's estimates. nVidia earned 30 cents/share, against 43 cents/share a year ago.
    Total revenue for the quarter is of $469M, compared to $504M a year ago.
    This revenue includes $40.4-4.8M, or 35.6M which comes from settling the lawsuit with Microsoft.


    Uttar
     
  19. nutball

    Veteran Subscriber

    Joined:
    Jan 10, 2003
    Messages:
    2,092
    Likes Received:
    412
    Location:
    en.gb.uk
    And <scrolls back up screen> yours too Uttar? :wink:

    Or were you quoting profit?

    (Only tugging your tail, LOL).
     
  20. Joe DeFuria

    Legend

    Joined:
    Feb 6, 2002
    Messages:
    5,994
    Likes Received:
    70
    Yes, although as you indicated, $40 million of the revenue is for the late x-box/microsoft settlement. (Did that actually occur inthe Quarter?)

    So the Analysts expecting $10 million were spot on, actually. (As I'm sure the analysts were not factoring in the settlement...)

    In any case, revenue is revenue. However, their "before one time expenses / winfalls" revenues has been steadily declining the past two quarters...
     
Loading...

Share This Page

  • About Us

    Beyond3D has been around for over a decade and prides itself on being the best place on the web for in-depth, technically-driven discussion and analysis of 3D graphics hardware. If you love pixels and transistors, you've come to the right place!

    Beyond3D is proudly published by GPU Tools Ltd.
Loading...