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Intel Corporation Message Board

  • cashcrash2010 cashcrash2010 Feb 18, 2011 9:28 AM Flag

    Hey--Did that idiot from Nvidia talk to the Pres?

     

    NOOOOO

    Oh well

    We know where the future is.

    This topic is deleted.
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    • Well they plan to do a Server/HPC version of ARM with their Project Denver. Although wanting to do it and actually doing it are different things ;-). They hired a lot of ex-Transmeta guys when that x86 clone company went under challenging Intel although they did Intel a favor in the long run as it generated Pentium-M and then Core 2 as a derivative so competition is good ... as long as you are the winner lol.

    • the fact remains that they sold just months before pps edged 80% higher and they'll do it again over 30 or sooner

      happening for years

      they don't have paychecks

    • That's the initial buy of their options at the low price before selling them at market price. Not really a standalone buy ;-).

    • Also Nvidia has to compete with Qualcom and Marvell. Both of them have ARMH architectural licenses as opposed to the lessor core license that Nvidia has. So, they can do much more extensive tweaks than Nvidia and therefore address a much greater range of customer needs. As Qualcom and Marvell customize more and more solutions who is going to want a hamstrung Nvidia solution?

      Nvidia's star has risen and in the not to distant future, it's going to start to set...

      [Thanks and a hat-tip to NI for the excellent assessments of Nvidia. ]

    • Yep, you nailed the long term problems with Nvidia. OTOH if they keep ahead of the ARM clones in processors on a constant basis they may always be first in new models. Also combining their gpu with ARM may give them some differentiation to the other ARM clones and if they get the ARM clone close to x86 in performance may even take some mainstream business down the line like AMD with Bulldozer, Llano and Bobcat. However the path is very difficult and they are facing Intel, AMD and every other ARM clone in an arms race. I know daysofshred thinks it's in the bag but old veterans have seen many challenge Intel and fail losing their companies in the process. 20% chance of success I would say which are not good odds but you never know ... they just might surprise us all ;-).

    • I still see six buys as well however the last 3 months

      http://www.nasdaq.com/asp/holdings.asp?symbol=NVDA&selected=NVDA&FormType=form4

      they always sell during the entire year,happened even in the low teens

    • Nvidia has a flawed business model.

      They are getting squeezed from both sides on the graphics business by AMD and Intel.

      They need a connectivity strategy to integrate into their smartphones, which they don't have.

      The second wave of tablet designs will illustrate this as they lose market share to the better and more comprehensive products.

      Wall Street not being very swift on the uptake hasn't figured this out yet. The insiders obviously have. They are taking the money and running. Why would any investor not do the same?

    • tegra2 is taking the handset market by storm

      brcm eg is in serious trouble(check their pps the last couple of days)

      nvidia will be the first to unleash a quad core soc(august) and tegra4 is in the pipeline

      google "project denver" btw?

      based on that knowledge,forward p/e is cheap

      then there's the supercomputer thingie which you may have heard about?

      hpc,tesla,cuda,3D systems being used for speeding up breasth cancer research and other medical purposes(3D echo foetus display in real time),3d vision,the best gpu cards(with optimus)...

      anyways good luck (in whatever you decide to do)

 
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