Charlie rocking NVDA's boat yet again. 
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Charlie rocking NVDA's boat yet again.
From one of Apple's Support Topics said:
I'll admit that's pretty blunt. Apple threw Nvidia under the bus.
hmm and Dell isn't using nV gpu's for thier future laptops
Well that quote wasn't Charlie's word, it was Apple's. Do you think they sound very happy with Nvidia?
both Dell and HP had similiar press releases, although nV admitted before hand, but things like this happen, OEM's and system builders aren't going to just drop suppliers like Charlie is saying. If that was the case Dell would have dropped Intel and went to AMD after Intel's motherboard mishap in the early 2000's, which even till date Intel hasn't taken resposibility for. There is more to it then just bad parts that cause deals to fall apart, its the same shallow thinking that Charlie has in all of his articles.
So in the above case the device doesnt really need extra gpu power nvidia is providing, then nvidia is going to have real difficulty preserving large margins on making that sale. Obviously from nvidia's point of view somehow they need to make the extra performance essential something that the device cannot just do without.
(Sorry if above is obvious, was just trying to make point clear)
Re >45%....i guess that was for the Zune business. If they can continue to keep it above 40% it will all work out good. Of concern though is that given Tegra has been on sale for a year now the possibility they are restricting sales only to higher margin clients. Similar to the strategy they seem to be using with Ion.
Earlier in 2009 i think guidance was roughly $100m for Tegra this year. If they achieve that or better at good margins then everything will be fine.
Vr-Zone reports that nV's 40nm GT200 discrete products won't launch before October, production starts in August.
http://vr-zone.com/articles/nvidia-partners-get-ready-40nm-g210--gt-220-cards/7272.html?doc=7272.
This goes the same for the mobile products. Ouch.
http://vr-zone.com/articles/nvidia-partners-get-ready-40nm-g210--gt-220-cards/7272.html?doc=7272.
This goes the same for the mobile products. Ouch.
I don't have membership access to the details, but analyst JoAnne Feeney at FTN Midwest Securities apparently claims that her own channel checks suggest that OEMs (namely Dell, HP and Apple?) will be giving Nvidia less business going forward.
Too early to sound the alarms, but there might be more here than Charlie's imagination running wild.
Too early to sound the alarms, but there might be more here than Charlie's imagination running wild.
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I think this is the saddest day ever. Fraud abababa is denouncing Charlie Demerjian's FUD? What has this world come to!
Fraud's is so much easier to make fun of. Besides, at least Charlie has contributed positively to the industry by breaking "bumpgate".
Nice excuse, but if you managed to spell his last name you are entitled to an award in obscure information and/or idolatry.
On a side note you should really check out Charlie's new forums. Good for a laugh or two
On a side note you should really check out Charlie's new forums. Good for a laugh or two
Heh thanks for the heads up (quick link), it looks like a lot of fun. From what I can see it's really got the Nvidia trolls coming out of the woodworks - with a bit of luck it'll keep Charlie plenty busy posting indignant retorts.
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