Interesting thought. If it is a tactic by Samsung based on legal maneuver rather than technical merit, NVIDIA does have a strong case -- the bright side of the issue!
In addition, ARM Maili and Imagination's PowerVR are part of Nvidia's patent suit. Hence, Sammy cannot get away with it.
Nvidia explains. “We are asking the ITC to block shipments of Samsung Galaxy mobile phones and tablets containing Qualcomm’s Adreno, ARM’s Mali or Imagination’s PowerVR graphics architectures. We are also asking the Delaware court to award damages to us for the infringement of our patents.”
I noticed today that Qualcomm admitted that Samsung was not going to use their Snapdragon 810 in their latest and greatest Galaxy 6 phone. So I got a very weird thought which was Samsung knew that Qualcomm was using Nvidia Patents in there Adreno GPU. After all Samsung admitted that it was their suppliers problem. But they still want to sell phones in the US so they went with there own CPU and probably Imagination VR GPU's same as Apple.
Now when Nvidia, Samsung, and Qualcomm go to trial at the ITC in June, Samsung can keep importing Galaxy 6's into the US. Then a month are so later.....Samsung suit against Nvidia comes to trial....and Nvidia may not be able to import their discrete GPU's into the US.
I'am sure you noticed as I did that Qualcomm has never made a public statement about the suit.
Sure you say Imagination infringes but are you sure........it's completely different I believe. Thought the Adreno was a slam dunk lawsuit...but perhaps Sammy pulled a fast one on Nvidia as they did on Rambus and even the great God almighty Apple.
Weird I know.
'reassignment' - nope, no reassignments for the Tegra group. They still are putting out the same number of designs/mask sets, hence no functional reassignments. The $ cost #s just got hidden.
"Also, whoever said it was right, nvda's price should get a huge boost if and when Jensen cleans out of all the unneeded Tegra overhead. But we know he would never do it"
TXN says we give up in smartphones and has a layoff substantial too...yes Nvidia hired most of them, TXN refocus on embedded. Now embedded revenue is above what it was and margins in the business are much higher.And Nvidia?
Nvidia doesn't say they gave up...but they just did as everyone knows. Yet no layoffs, just reassignments And don't get me started on the chipset business lost 875M a year in revenue and never a layoff.
I guess Jensen Huang as CEO has an unbelievable need to be loved by his employees. His top executive managers could give a rats ass. They now have Restricted stocks units....basis price of 0. Who gives a squat I'm sure they think. Let the Big Guy be the Fall guy. Yes it ain't going to happen........but just think if it did how as a long term investor like you would profit.
In the mean time, Nvidia is the perfect stock to trade for a couple of bucks.....or write those calls for income as you wait for Nirvana that never comes.
PS. Approaching a buy price at $19.....but I am not sure with this correction in the market playing out.
If I posted this before, my apologizes for repeating the post. This is from a review I was reading. I am thinking the GTX 960 could be a winner if this review is accurate. Happy trading everyone!
Today Nvidia has pulled the wraps off its all-new GTX 960 video card, the latest addition to its lineup of Maxwell GPUs. At $200 MSRP, it sits directly in-between the upper and lower tiers of the Nvidia product stack—and offers all the features of the more expensive cards while costing almost half the price. In other words, this is the card for 1080p gaming at 60fps at an affordable price.
If that doesn’t sound good enough, the GTX 960 is also designed to be overclocked higher than any card that has come before it, and it’s releasing along with a new GeForce graphics driver and a new version of GeForce Experience that lets you enable some Maxwell features a bit easier than in the past. It’s a hard launch for the GTX 960, instead of a paper launch, so by the time you read this, cards will be available from all the usual suspects (Asus, Gigabyte, etc.) at retail and online.
2015 earnings estimate 1.16 * forward PE of 12.99 (conservative) = 15.06 + cash per share 7.8= 22.86
At this price they should increase their buyback. Cash = 30% of share value. Hallelujah
I can't see how anybody can compete with China Inc for low end app procs. All the high volume high end guys are rolling their own. I wonder if qcom would think about getting out of mobile app procs, like txn, like brcm.
Every once in a while I read 'whos' posts that are ghosted on ignore and I'm reminded why he's on ignore . . total dunce . . yeah anybody do it. Anybody can write posts where they have no clue.
way too easy, ala not much added value, in stringing up ARM processors. Anybody can do it. But the risks are high as QCOM just showed - one single hic-up and the sales get totally lumpy/miss one whole product life cycle.
All the high volume guys except Xiaomi are rolling their own - aapl, sammie, hauwei etc. With Xiaomi's margins, I am sure they pay jelly bean prices, not that nvda's in any Xiaomi's sockets anyway.
As far as nvda being ahead on car tech, one had better hope that the gpu comes into play big times and thus nvda's current sockets are not easily replaceable. Before counting your eggs in cars, better verify this ahead of time. Car companies are extremely cost conscious. They will go next door for a nickel's savings.
As for nvda's position on high end laptops - I bought one with real i7 quad-core minimally throttled 4710HQ/nvda 840M last sept. With Optimus, if and when the 840M gets turned on, the power btn goes from blue to orange. Since I don't game, I have yet to see the Optimus got turned on once in the last 5 months of usage. That is, the Intel 4600 graphics is good enough for everyday use. For guys like me who don't game, next time when I buy, I'll be looking for the fastest mobile chip Intel offers again, but won't need to buy with added gpu. Not good for nvda's cash cow.
Also, whoever said it was right, nvda's price should get a huge boost if and when Jensen cleans out of all the unneeded Tegra overhead. But we know he would never do it.
I find it difficult to believe based on current litigation between the two. Sure its not unheard of but still unlikely. Do you have a source?
"There is probably still some time to cover and I do believe steady covering will continue. I doubt you will see an increase in the short position any time soon. I won't predict when, but 20 is coming again, then low 20's and possibly mid 20's by the end of the year. Will be fun to watch. Happy trading everyone!"
Well, I must say I was surprised with the increase in the short position but it is still very low compared to August of last year. There is still some time to cover and that is probably starting now and will continue if we drift a little lower from here. I still do not see much downside and may add a few more shares if we drop to a pps of my liking. 20 is coming again, then low 20's and possibly mid 20's by the end of the year in my opinion. This remains a long term investment for me. Happy trading everyone!
Nvidia PPS dropped due to MSFT windows sales....yes people still think of Nvidia as just an add in chip for PC's company that is going away. Now QCOM has hiccops in smartphones, so Nvidia's shares should get hit tomorrow because a lot of people know about how Nvidia made a huge investment in smartphone processors, but isn't actually selling into that market anymore. It's almost laughable how poorly Nvidia PR has positioned the company's image.
Been reading up on Mobileye ADS systems for cars. Everyone is gushing over the market. Hello....Nvidia is in that market big time....but Mobileye owns the market and gets this they are using turn of the century chip mfg node of .18 micron to produce their chip. What in the world gives. I also just read an article detailing the 10 best investments for driver less cars. Mobileye was one of 7 chip mfgs with Nvidia no where mentioned even though the article said Audi was leading all other car manufacturers in driver less cars. Still laughing about no mention of Nvidia. Thought I saw that Audi car at CES with Nvidia X1 PX computer in the trunck the size of a kid's lunch box.
Yes someday Mslans,WS will get it, but it looks like to me Nvidia is just not trying to hard or just not at all. Wish I didn't think that way. But it does give everybody time to contemplate when to purchase shares in our current market correction.
Here's a new years wish that Jim Chenos and Steve Cohen drown in their own vomit soon.
Sentiment: Strong Buy