The upbeat Zack's rating is based on OLD news!
C'mon this news was disseminated months ago.
Now Zacks comes out with a Strong BUY????
They are behind the curve, their service ain't worth a penny or a plug nickel.
BTW NVDA is down this morn even with a Strong UPgrade, go figure!
Not so fast Buster, the ride isn't over.
Today NVDA back under $19.
How many days over $19, NADA .,,,NIL.
Keep the faith, LMAO.
In addition to Eisler's keynote note address, he also joins the ‘Platforms in the Cloud' panel with senior leaders from Comcast and G-cluster, the panel is purpose built to inform publishers and developers on the latest technological advances in cloud gaming, alongside an in depth look at consumer demographics.
Sentiment: Strong Buy
Tegra3, Tegra4, TegraK1-32, TegraK1-64 - there is your range. I've explained that K1 will enter and fill the mid and lower price points over time. You want something they don't offer now. boo hoo GET OVER IT.
2 decades of semiconductor experience. Can't win your side so you throw insults, lame. You're about as reasonable as that idiot BEST was. Go pound sand.
Increasing analyst estimates.
C'mon SEC a good look into BofA and PacCrest is warranted.
We'll see how long it takes yahoo to take this one down.
Sentiment: Strong Buy
Doesn't sound like you know DSquat about the semi business. NV offers a range of performance - price points for every product they do be it DGPU, Grid or HPCs. It's nothing to do about selling something cheap! The lower price point can have as much margin as the higher end stuff and may be higher! NV is trying to get into the higher margin embedded applications for their ARM family - evident by their TK1 offering. embedded applications will be higher margins than the typical tablets and CP.
BUT to be successful there requires a couple more price performance points to fill out the spectrum - lower price - does not mean lower Gross Margins - marketing 101! In embedded apps - it could actually mean higher margins. It allows manufacturers to entry level systems all the way to a 64K1 system.
There is nothing customized as far as a dual core lower number of GPUs is concerned. We are not talking about the silly AMD embedded Console business - that is simply a custom chip business. Embedded in K1's case, simply means that no two customer applications are the same - the only commonality is the fact that they use a K1 embedded in their system. It's pretty much a powerful exotic microcontroller. Custom chip business does not make sense - requires huge volumes for a decent ROI - opportunities like that are rare. The MCC/Ti microcontroller approach is proven and is huge business and great Gross Margins - everything is standard off the shelf product.
PC declines narrow (if not evaporate) in Q2
Jul 9 2014, 17:29 ET
• Global PC shipments fell only 1.7% Y/Y in Q2 to 74.4M, says IDC. That's much better than the firm's forecast for a 7.1% drop, and smaller than the 4.4% and 5.6% declines respectively seen in Q1 and Q4. Gartner is even more positive, estimating shipments rose 0.1%, thus ending a long string of declines.
• Unsurprisingly (especially given INTC's Q2 guidance hike), IDC thinks business PC upgrades stemming from Microsoft's (MSFT) ending of Win. XP support helped out. But it also says consumer demand was better than expected, with sales of low-end PCs (inc. Chromebooks) improving amid slowing tablet growth.
• Sales in the U.S. and EMEA (two high-ASP regions) rose, while Asia-Pac (exc. Japan) still fell by nearly double digits. IDC now thinks full-year industry growth "could get closer to flat, rather than the May projection of -6%."
• IDC's Q1 share data points to industry leaders gaining at the expense of smaller players: Lenovo (LNVGY) 19.6% share, +270 bps Y/Y. H-P (HPQ) 18.3%, +190 bps. Dell 14%, +180 bps. Acer (ACEIY) 8.2%, -10 bps. Asus (ASUTY) 6.2%, +30 bps. Everyone else 33.6%, -690 bps.
They pushed it down before, will they do it again?
They are so afraid that Nvidia will run and their short sales will be underwater that I fully expect them to climb out of their holes again.
Heck I have even seen some analysts issue the same downgrade "Underperform" twice in a row and when I inquired why there was no upgrade in between I was told some upgrades don't get published.
Talk about slime.
Xiaomi is still a new company (only 4 yrs old). They are always cautious in launching a new product by starting with small batch,which is a good thing for a young company to avoid making mistake. They can then adjust the production by analyzing the real demand data.
So you have a need NVDA isn't filling? Your choices are go someplace else or . . . . go someplace else.
Embedded is just a piece of NVDA's total product picture. They have to make a decision -- just like you do -- about what is right for their business. They aren't going to respin K1-32 to get to a significantly lower price point, that just isn't the way semiconductors nor nvidia's model works. My guess is they will offer flavors of the existing K1 to get to reach lower price points and different markets. But they will be optimizing price - and their bottom line - along the entire way. They are not going to give away K1's performance, that is fact.
The problem with embedded is everyone needs a customized solution to an extent, and that is expensive for the supplier. NVDA will do what makes sense for their business.
If you are a NV S/M person - I would truly say - it's hopeless with the attitude and the lack of experience in the embedded market.
I have an application RIGHT NOW where we require a LOW end to HIGH end system solution and one size doesn't fit it and waiting for it to reach 10s' of millions with no guarantee what that ASP is going to be either before making a decision or before we can introduce some lower end models IS NOT AN OPTION!