nVidia Q1 2003 quarter - What about some speculation?

Discussion in 'Graphics and Semiconductor Industry' started by Arun, Apr 21, 2003.

  1. Arun

    Arun Unknown.
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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
     
  2. whql

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    "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.
     
  3. Arun

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


    Uttar
     
  4. Arun

    Arun Unknown.
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  5. Evildeus

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    Seems like Nvidia didn't hit the 1.5 million chips' delivery.

    http://biz.yahoo.com/rc/030505/tech_nvidia_research1_1.html
     
  6. PurplePigeon

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