Does Palit own PNY and Sparkle?
I thought Palit owns only Gainward
no no, PNY and Sparkle go on the list of "exclusives"
- Status
no no, PNY and Sparkle go on the list of "exclusives"
John Peddie seems to confirm the market share numbers from Mercury: http://jonpeddie.com/press-releases...-announces-2nd-quarter-pc-graphics-shipments/
Vendor Q2 Q1
Intel 54.9% 49.7%
AMD 24.4% 21.4%
Nvidia 19.7% 28.0%
Vendor Q2 Q1
Intel 54.9% 49.7%
AMD 24.4% 21.4%
Nvidia 19.7% 28.0%
Almost 10% in a single quarter is, well..., brutal.
http://www.ibtimes.com/articles/400...r-downgrade-sell-price-target-estimates-e.htm
I don't usually pay much attention to analysts but ....... it's nV.
;-)
Disclaimer: My real name is not Charlie.
I don't usually pay much attention to analysts but ....... it's nV.
;-)Disclaimer: My real name is not Charlie.
So am I reading it right:
GPU (GeForce, ION):
Revenue $ 780 583 000
Operating income $ 115 334 000
PSB (Quaddro, Tesla jne ammattivehkeet)
Revenue $ 189 730 000
Operating income $ 73 865 000
?
Yap.
http://www.neoseeker.com/news/14516-gts-450-launch-pushed-back-to-september/
Could be baseless rumour for all I know.
Could be baseless rumour for all I know.
Help me out on this one.
A couple of weeks ago people were saying the 450 would be in UK shops mid September. We've now got Fudo saying "delayed till the 12th", another site saying in shops on the 14th ...
Is this "delayed" a non-news item, a mis-translation or do they mean the launch is delayed until Sept' with availability several weeks after launch?
A couple of weeks ago people were saying the 450 would be in UK shops mid September. We've now got Fudo saying "delayed till the 12th", another site saying in shops on the 14th ...
Is this "delayed" a non-news item, a mis-translation or do they mean the launch is delayed until Sept' with availability several weeks after launch?
Just posting a link to the NVidia conference call.
http://web.servicebureau.net/conf/meta?i=1113190979&c=2343&m=was&u=/w_ccbn.xsl&date_ticker=NVDA
Loss $141 million
Gross Margins 16.6%
http://web.servicebureau.net/conf/meta?i=1113190979&c=2343&m=was&u=/w_ccbn.xsl&date_ticker=NVDA
Loss $141 million
Gross Margins 16.6%
On a GAAP basis, the company recorded a net loss of $141.0 million, or $0.25 per share, compared with net income of $137.6 million, or $0.23 per diluted share, in the previous quarter and a net loss of $105.3 million, or $0.19 per share, in the same period a year earlier. GAAP gross margin was 16.6 percent compared with 45.6 percent in the previous quarter and 20.2 percent in the same period a year earlier.
Results were impacted by a large inventory write-down and a charge related to a weak die/packaging material set.
The weak die/packaging material set was used in certain versions of previous generation MCP (chipset) and GPU products shipped before July 2008 and used in notebook configurations. The charge, of $193.9 million, includes additional remediation costs, as well as the estimated costs of a pending settlement of a class action lawsuit consolidated in the District Court for the Northern District of California in April 2009 related to this same matter. The settlement is subject to certain approvals, including final approval by the court. Excluding this die/packaging material charge and the associated tax impact, non-GAAP net income was $20.1 million, or $0.03 per diluted share.
The outlook for the third quarter of fiscal 2011 is as follows:
-- Revenue is expected to be up 3 to 5 percent from the second quarter.
-- GAAP gross margin is expected to increase to 46.5 to 47.5 percent.
-- GAAP operating expenses are expected to be approximately $300 million.
-- GAAP tax rate of 17 to 19 percent.
Results were impacted by a large inventory write-down and a charge related to a weak die/packaging material set.
The weak die/packaging material set was used in certain versions of previous generation MCP (chipset) and GPU products shipped before July 2008 and used in notebook configurations. The charge, of $193.9 million, includes additional remediation costs, as well as the estimated costs of a pending settlement of a class action lawsuit consolidated in the District Court for the Northern District of California in April 2009 related to this same matter. The settlement is subject to certain approvals, including final approval by the court. Excluding this die/packaging material charge and the associated tax impact, non-GAAP net income was $20.1 million, or $0.03 per diluted share.
The outlook for the third quarter of fiscal 2011 is as follows:
-- Revenue is expected to be up 3 to 5 percent from the second quarter.
-- GAAP gross margin is expected to increase to 46.5 to 47.5 percent.
-- GAAP operating expenses are expected to be approximately $300 million.
-- GAAP tax rate of 17 to 19 percent.
Silent_Buddha
Legend
Wow, that's quite a bit worse than I was expecting.
I was expecting margins to drop a bit with a full quarter of GF100 production, but holy hell 45.6% -> 16.6% Quarter to Quarter. And they even managed to drop YoY.
As well Bumpgate is still haunting them with an additional ~200 million? And that only accounts for "estimated" costs from a court settlement. I wonder if this is also referring to the Rambus case and resulting injunction on products. Perhaps an indication of how much they hope they can get away with paying.
Expectations of margins rebounding is Q3 may be optimistic unless they've stopped manufacturing of GF100 for the consumer space. In other words, they might be working on clearing inventory while hoping they have a replacement ready by the time inventory runs out. Or perhaps the injunction on certain Nvidia products has already started to impact their ability to bring in product (bond fee's, etc) and expectations of working out past damages + licensing deal with Rambus is playing into the improved margin forecast for Q3.
Perhaps there's a super secret GF102 in the works?
Regards,
SB
I was expecting margins to drop a bit with a full quarter of GF100 production, but holy hell 45.6% -> 16.6% Quarter to Quarter. And they even managed to drop YoY.
As well Bumpgate is still haunting them with an additional ~200 million? And that only accounts for "estimated" costs from a court settlement. I wonder if this is also referring to the Rambus case and resulting injunction on products. Perhaps an indication of how much they hope they can get away with paying.
Expectations of margins rebounding is Q3 may be optimistic unless they've stopped manufacturing of GF100 for the consumer space. In other words, they might be working on clearing inventory while hoping they have a replacement ready by the time inventory runs out. Or perhaps the injunction on certain Nvidia products has already started to impact their ability to bring in product (bond fee's, etc) and expectations of working out past damages + licensing deal with Rambus is playing into the improved margin forecast for Q3.
Perhaps there's a super secret GF102 in the works?
Regards,
SB
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