http://biz.yahoo.com/prnews/080702/aqw114.html?.v=46
Well, apparently they agree with world+dog on relative pricing vs the competition right now, as after the market closed today they guided lower on 2Q revenue and gross margins vs their last conference call.
One of the elements they cited was :
Additionally, they're taking a $150-200M charge for warranty repairs on notebooks with their gpu and mcps. That's enough to be an owie.
/me looks at his T61P and crosses his fingers.
Well, apparently they agree with world+dog on relative pricing vs the competition right now, as after the market closed today they guided lower on 2Q revenue and gross margins vs their last conference call.
One of the elements they cited was :
price adjustments of our GPU products to respond to competitive products.
Additionally, they're taking a $150-200M charge for warranty repairs on notebooks with their gpu and mcps. That's enough to be an owie.
Certain notebook configurations with GPUs and MCPs manufactured with a certain die/packaging material set are failing in the field at higher than normal rates. To date, abnormal failure rates with systems other than certain notebook systems have not been seen. NVIDIA has initiated discussions with its supply chain regarding this material set issue and the Company will also seek to access insurance coverage for this matter.
/me looks at his T61P and crosses his fingers.