CC seemed quite upbeat compared with recent quarters. Talked a lot about Tegra, said Tegra revs would crossover chipset revs in Q1. Also said GMs would rise in 2011, and GPU attachment rates for SB notebooks were not indicating any dip.
I listened to that CC, it was pretty funny, JHH was spinning faster than a neutron star. Everything was "magical", "fantastic", "stunning", etc. Completely over-the-top, especially the iPad. I really wish corporate folks didn't use these words all the time, it makes them meaningless. He also banged pretty hard on the GTX 580 drum, and I guess that's understandable, but just one month away from Cayman… hmm, we'll see. And I admit I giggled when he said it was a "new generation". Or when he said the GTX 580 had almost 40% higher perf/W than the GTX 480. He also made some pretty bold statements about Fermi being unmatched in geometry throughput throughout next year, I'm not sure that was the careful thing to do.
Edit: Oh and I forgot that bit about "faster wins" with regard to the GTX 580. Something like "yeah it's all about speed in that market, not price, if you're going to spend $199+ on a graphics card, you're going to get the best possible card, it's not about price" even though:
1. $199? The GTX 580 costs $499!
2. NVIDIA itself has been pretty aggressive at the $199 price point, saying that value was as important here as anywhere.
3. RV770 launch anyone? Faster always wins, GT200 was fine at $649?
That was a really big WTF moment for me.
Anyway, it will be interesting to see what turns up in Q1'2011 in tablets. NVIDIA has been promising the moon and them some with Tegra for the last few quarters, it's about time they delivered.
What I found to be really surprising was how optimistic he was about notebooks in 2011, saying he expected to gain back a lot of market share. I'm really not convinced they can pull this off, considering that AMD is just about to refresh their lineup and introduce something in the vein of Optimus. Maybe NVIDIA has something else up their sleeve, but since the mobile Fermis are so recent, I don't expect anything new until mid-2011 or so.