NVIDIA shows signs ... [2008 - 2017]

Discussion in 'Graphics and Semiconductor Industry' started by Geo, Jul 2, 2008.

Tags:
Thread Status:
Not open for further replies.
  1. Geo

    Geo Mostly Harmless
    Legend

    Joined:
    Apr 22, 2002
    Messages:
    9,116
    Likes Received:
    213
    Location:
    Uffda-land
    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.
     
  2. fellix

    fellix Hey, You!
    Veteran

    Joined:
    Dec 4, 2004
    Messages:
    3,452
    Likes Received:
    336
    Location:
    Varna, Bulgaria
    It's actually just one "competitive product" [RV770] in merely two flavours, as for now. :D
    And one have to wonder, how is going a marketing strategy of battling that single enemy with a whole galore of SKUs...
     
  3. digitalwanderer

    digitalwanderer Dangerously Mirthful
    Legend

    Joined:
    Feb 19, 2002
    Messages:
    16,936
    Likes Received:
    1,532
    Location:
    Winfield, IN USA
    Good thing nVidia is made of money or this might hurt 'em. :yep2:
     
  4. Sxotty

    Veteran

    Joined:
    Dec 11, 2002
    Messages:
    4,827
    Likes Received:
    289
    Location:
    PA USA
    Right :)

    They are hurting no doubt, but that is in comparison to their previous position. It would have been hard to go anywhere but down after the last year.
     
  5. Geo

    Geo Mostly Harmless
    Legend

    Joined:
    Apr 22, 2002
    Messages:
    9,116
    Likes Received:
    213
    Location:
    Uffda-land
    Well, as I said in another thread, they will do what it takes to stay competitive. And you just saw the evidence of it. Price cuts ahoy!
     
  6. Geo

    Geo Mostly Harmless
    Legend

    Joined:
    Apr 22, 2002
    Messages:
    9,116
    Likes Received:
    213
    Location:
    Uffda-land
    We'll see, of course, but historically I'm sort of reminded of ATI trying to take on 6600GT "Back in the day".
     
  7. trinibwoy

    trinibwoy Meh
    Legend

    Joined:
    Mar 17, 2004
    Messages:
    10,405
    Likes Received:
    401
    Location:
    New York
    This is good stuff. Nvidia has the resources and the talent but nothing beats a good kick in the pants now and then.
     
  8. Geo

    Geo Mostly Harmless
    Legend

    Joined:
    Apr 22, 2002
    Messages:
    9,116
    Likes Received:
    213
    Location:
    Uffda-land
    Heh. They certainly got a great run out of the last wake-up call to the keister.
     
  9. digitalwanderer

    digitalwanderer Dangerously Mirthful
    Legend

    Joined:
    Feb 19, 2002
    Messages:
    16,936
    Likes Received:
    1,532
    Location:
    Winfield, IN USA
    I couldn't agree more. :twisted:
     
  10. Davros

    Legend

    Joined:
    Jun 7, 2004
    Messages:
    14,673
    Likes Received:
    2,120
    yay, trying to release a card for $650 - scandalous...
    well done ati
     
  11. AlphaWolf

    AlphaWolf Specious Misanthrope
    Legend

    Joined:
    May 28, 2003
    Messages:
    8,336
    Likes Received:
    194
    Location:
    Treading Water
    It was always alot more interesting to observe these shifts when ATI was an independent entity. As much as I'm sure the radeon's are doing great right now, AMD is off more than $2 (~30%) of its 30day high. NVDA is off $7 (~25%) over the same period.

    I'm just glad I have nothing invested in either of them atm.

    <edit> ok I just saw that NVDA lost another $3-4 in after hours trading. ouch

    Fudzilla claims $90 and $30 drops tomorrow for 280 and 260 respectively.
     
    #11 AlphaWolf, Jul 3, 2008
    Last edited by a moderator: Jul 3, 2008
  12. wishiknew

    Regular

    Joined:
    May 19, 2004
    Messages:
    332
    Likes Received:
    6
    Amazing difference 2 weeks make eh.
     
  13. Geo

    Geo Mostly Harmless
    Legend

    Joined:
    Apr 22, 2002
    Messages:
    9,116
    Likes Received:
    213
    Location:
    Uffda-land
    You mean compared to the several other times in recent years?
     
  14. neliz

    neliz GIGABYTE Man
    Veteran

    Joined:
    Mar 30, 2005
    Messages:
    4,904
    Likes Received:
    23
    Location:
    In the know
    I wonder how many of the guys here that were happy to own nV stock (at ~$40) are still happy now. we're back at '06 levels and I doubt market mindset will change in the upcomming year.
     
  15. dizietsma

    Banned

    Joined:
    Mar 1, 2004
    Messages:
    1,172
    Likes Received:
    13
    It's a relief to see both fighters still duking it out, I was concerned for Ati for a while but now they have got nvidia backed into their corner. But you know nvidia will come out fighting.

    Will they be slipping that horseshoe into their glove like they did after the FX range though :D
     
  16. Davros

    Legend

    Joined:
    Jun 7, 2004
    Messages:
    14,673
    Likes Received:
    2,120
    YES......
     
  17. epicstruggle

    epicstruggle Passenger on Serenity
    Veteran

    Joined:
    Jul 24, 2002
    Messages:
    1,903
    Likes Received:
    45
    Location:
    Object in Space
    Currently their stock price is at 13.30 ish. Thats off 25% for the day. :shock: WOW.
     
  18. ZerazaX

    Regular

    Joined:
    Oct 29, 2007
    Messages:
    280
    Likes Received:
    0
  19. Albuquerque

    Albuquerque Red-headed step child
    Veteran

    Joined:
    Jun 17, 2004
    Messages:
    3,845
    Likes Received:
    329
    Location:
    35.1415,-90.056
    I'm just waiting for NVDA to settle to about $10 and I'll buy a big f'ing pile of it ;)
     
  20. epicstruggle

    epicstruggle Passenger on Serenity
    Veteran

    Joined:
    Jul 24, 2002
    Messages:
    1,903
    Likes Received:
    45
    Location:
    Object in Space
    I figure the bottom is at 11. Im buying every 50 cent drop from 12.75.
     
Loading...
Thread Status:
Not open for further replies.

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...