nVidia XGPU slide in FY04/05

V

Vince

Veteran
Additionally, Pacific Growth's channel checks have shown that game console sales are slower than firm had been expecting as console prices have not come down as much as was anticipated. Firm now looking for NVDA to see FY04 and FY05 Xbox revs of $279.6 mln and $230 mln vs firm's previous estimates of $314.6 mln and $345.1 mln.
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FY04 - (Projected) $314.6M -> (Revised) $279.6M
FY05 - (Projected) $345.1M -> (Revised) $230.0M

Does anyone find it odd that they're projecting nVidia to loose substantially more revenue in the final year of XBox's life? Sad stuff...

http://finance.yahoo.com/mp#nvda
 
Well, 230 mil divided by $32 (the estimated cost of the parts NVIDIA sells to MS, re: Opening the Xbox minus a conservative arbitrary figure after the MS dispute) brings the number of Xboxes shipped at just over 7 mil.. the 280 mil figure yields 8.7 million Xboxen.

That would leave MS with a world install base of ~32 million, which I believe was more or less (little more less) their projected numbers.

2001 to present: 10 mil
present to F04: ~7 mil (estimate)
F04: 8.7 mil
F05: 7 mil

Not a 'bad' figure by any means really.. ofcourse, if that $32 figure comes down, then that means the shipment # would be much higher.
 
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