Agree with you on most accounts except that there is serious doubt that Logan would be fabricated by 20nm. In fact, most analysts bet that it will not be. Two weeks ago there was an Fudzilla article claiming that Maxwell GPU will be shipping in March of 2014. Again, their sources indicated uncertainty about the its manufacturing process - whether 20nm or still 28nm (God forbid!). This article has been widely quoted on the web thus you can google it for details.
for NVidia to exit its tegra business would be a huge mistake and a longer term problem for them. they are going to make billions from automotive alone. they will get some phone wins as well as plenty of tablet wins and other devices and start making money on tegra next year. there are going to be tons of devices that will utilize SOC's like refrigerators, home security systems, etc. the market is just a baby. why would they abandon their potentially biggest growth area? Because they don't think they can compete? That's just silly. a very large part of the world still does not have mobile tech or even the internet so the growth potential is just huge. the bashers can say what they want but you look at the balance sheet and the amount of money coming in from just intel for the next several years and the current price looks cheap. lets see what comes out of CES. Logan on 20nm is going to be a killer SOC. I suspect that either appl or Samsung will license NVidia IP for the very reason that the bashers are saying NVidia should abandon tegra. Building SOC's and doing the R&D necessary to stay competitive is expensive so if someone else can do it and you just pay them a flat fee, might be a better way to go. What would NVidia's stock price be if either appl or Samsung licensed their IP like intel does? I'm thinking north of 30 would be easy. should be an interesting 2014.
"INTC vs QCOM in 2014 at war and who are the victims in the process?
I see NVDA a victim number one"
How much more shareholder money will Nvidia management BLOW on Tegra is the question?
"Tegra division has already lost over $400 million during the first three quarters of its current fiscal year."
And here is hoping Nvidia doubles down on Tegra in 2014.
Three Cheers for Tegra Nvidia fans.
Hip Hip Hooray
"SHIELD and Ouya Both Marked Down and In Stock at Amazon, Enjoy. lol"
BTW, Even with the Mark Downs neither SHIELD or Ouya made Amazon's Best Sellers List this Holiday Season.
Makes you wonder what Gamers are buying if NOT SHIELD or Ouya, hmm?
Anyone here care to guess what Gamers are buying this Xmas? lol
Sing along Nvidia fans.
He's making a list and checking it twice
Going to find out who's naughty or nice
Santa Claus is coming to town ...
Happy Holidays Nvidia fans and here's hoping that Royal 64 Bit Screwdriver Set puts a smile on Jen's face,
Its he only 64 Bit part he'll be playing with in 2014. lol
If you've been Nice and not too Naughty this year and looking for something special for this
Holiday Season then Amazon may have the perfect gift.
PS4 is IN STOCK and is currently #1 on Amazon's Best Sellers List .
You know the kiddes will never forget that PS4 Xmas. lol
If you have money to waste this Holiday Season have at it Nvidia fans,
Amazon has a Tegra powered toy on sale just for you.
I actually tried to post the webpage's text and couldn't do it. I guess I can understand ibexx's problems with the yahoo boards now as well :).
Sentiment: Strong Buy
Good post - just to complete the post ....
AMD.... 5 notches into JUNK territory ... "S&P affirmed AMD's ratings at B--five notches into junk territory"
Typical AMD fanbois logic - "Greece better than Germany" - yep Greece better investment than AMD.
Actually it doesn't. What it is saying is that Nvidia, TI and Samsung are HAS BEENS in the tablet market. Which is like totally true.
Something I looked up regarding AMD after the note on my broker's site for Nvidia today. Another reason AMD's days are numbered IMO and why Nvidia really is in the driver's seat now . .
For AMD: onlineDOTwsjDOTcom/article/BT-CO-20130813-711071.html
For Nvidia below:
Press Release: S&P Assigns Nvidia 'BB+' Rtg, Stable Otlk; Sr Nts Rated 'BB+'
The following is a press release from Standard & Poor's:
-- Santa Clara, Calif.-based Nvidia, a semiconductor provider to graphics
computing and wireless device markets, has issued $1.5 billion of 1%
convertible senior notes due 2018.
-- We are assigning our 'BB+' corporate credit rating to the company.
-- We are also assigning our 'BB+' rating to the notes with a recovery
rating of '3'.
-- The stable rating outlook reflects our expectation that the company
will maintain its market position and manage debt to EBITDA at current levels
over the coming year.
Sentiment: Strong Buy
Ariticle contains serious errors - ie, TI has been out of the application processor space for more than a year.
A few months ago Bloomberg made a similar error in stating that NVIDIA would compete with QC, TI etc in the ARM based app market. I wrote a letter to Bloomberg's editor, pointing out their error and demanding a correction. After a week the editor sent me an email of apology with its updated version of the article.
Always nice to read something out of context:
"The non-Apple tablet application processor market leadership continues to be a game of musical chairs and we have seen Nvidia, Samsung and Texas Instruments taking the lead at some time in the past few years," Kundojjala continued. "Companies are extremely reliant on their latest design wins and Strategy Analytics is advising chip vendors that these dynamics pose a challenge and an opportunity for them in the non-Apple tablet applications processor market."
"Qualcomm rose to the number two position in tablet application processors in THIRD QUARTER 2013 in revenue terms."
Sooo, this doesn't account for anything before the third quarter and really does nothing to tell after the third either. Nvidia could claim a similar position several times leading up to the third quarter and I'm sure it will again in the near term. The question of growth and market share lies beyond just the tablets with all the niches combined and that's really the thing that matters in the long-term.
Sentiment: Strong Buy
"Intel is catching up fast and will overtake Qualcomm soon"
just a question of how much market they can buy
I know, don't tell me, it will happen next year for sure, or the next one after that, right? Intel is just like the Cubs... "Just wait until next year".
I'm not questioning the post from HP at all which makes me wonder what you are doing on this board at all. 'watergatefive' is pointing out some obvious weakness in the product design and you can't seem to handle the valid critique. The specs being presented I'm sure are accurate as is the comment about the product being an energy hog compared to other server solutions looking for energy saving options.
You are just as much about the BS if you can't be critical thinker and respond to a valid point. Neither HP's post or the criticism are BS.
Sentiment: Strong Buy