NVIDIA shows signs ... [2008 - 2017]

Good numbers , but where does Tegra 2 fit in all of this ?

 

I see everyone is gearing up for BF3

Joking aside, this is great news. We need at least 2 successful IHVs.

 

http://pressroom.nvidia.com/easyir/...prid=821220&releasejsp=release_157&xhtml=true

What quad-core chip are they going to have next year that's suitable for this?

 

The dev boards are using Tegra 3.... but the statement reads "by 2014" so probably something A15 or Denver based.

 

Tegra 3 has PCIe?

 

http://www.secoqseven.com/en/item/secocq7-mxm/

 

I think they mean that it will take them that long to do all the R&D and stuff.

 

According to Charlie Nvidia has won the next round of Macs

 

http://www.businessweek.com/news/20...r-reaching-patent-settlement-with-nvidia.html

Nvidia and Rambus sign 5-year patent deal.

 

http://pressroom.nvidia.com/easyir/...383&releasejsp=release_157&typ=64&xhtml=true]

Net income was $581.1m this year up from $253.1m last year.

Looks like that Tegra strategy is working out for them. That and pro graphics cards. This was pretty much a banner year for Nvidia. Almost $600m net profit on a GAAP basis, in a real, non-GAAP basis they made $734m. Hands up for people who doubted JHH when he moved away from consumer GPUs as the primary focus?

 

Not bad but EPS came in a few cents below estimates and the stock got hit pretty hard in after hours trading. Tegra's potential is already priced into the stock and it seems to be bearing fruit slower than expected.

 

http://www.reuters.com/article/2012/02/15/us-nvidia-idUSTRE81E2AF20120215

 

Shares are up today. After hour trading - well usually is uninteresting. To many people react immediately in after hour trading without doing the analysis work

I am very positive about their 2012 prospects. Especially Tegra3 because now they start to get into smartphones and it still is 40nm, which means supply and yields will be no big deal - very wise choice from my point of view even if you loose the benefits of the smaller process node.

 

I noticed that Fermi cards have dropped in price a little bit at Newegg. Cheapest 580 is now $465 and $415 with rebate, many other 580s are under $499 also. Cheapest 570 is now $325 and $295 with rebate. Looks like they are finally starting to clear these out.

 

When I got my 570 it was about that same price. Weird that nothing has changed since then.

 

http://www.forbes.com/sites/narrativescience/2012/05/08/forbes-earnings-preview-nvidia-3/

Nvidia (NVDA) is expected to report poor first quarter earnings on Friday, May 11, 2012 with analysts expecting a 54.5% drop in earnings from a year ago. The consensus estimate is 10 cents per share, down from earnings of 22 cents per share a year ago.

Should be an interesting conference call.

 

Ouchie.

 

That's hardly surprising though at least with regards to their discrete GPU business, with AMD making nVidia's 500-series mostly redundant and people waiting for the Kepler line up. Makes sense that the volumes were low in Q1.

 

The Tegra train has derailed too it seems. Though Tegra hasn't contributed much to the bottom line anyway.

 

It would seem the intelligence part could use some work. I also detect some rather nefarious implications of this technology, but that would hardly be new to Wall St.