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  • marsavian marsavian Nov 16, 2012 8:01 PM Flag

    Nvidia from 26 to 12 in less than 2 years

    'NVidia was way late with their Tegra line... pushed out their entire roadmap
    by over a year...'

    The roadmap was totally unrealistic when published which I told you all at the time and the reasons why so it must come as no surprise that it is 'late'. Nvidia licensed A15 about 6 months after everyone else so it was obvious there would be no 2012 Wayne product. Takes about 2 years to produce a licensed cpu, 4 years to design and produce your own and it's about a year after tape-out to production, there are all the basic rules of thumb that initial roadmap flaunted.

    'but looking backwards isn't gonna help your investing with this stock...
    NVidia's entire future is with their Project Denver... time will tell...'

    Not their entire future I hope otherwise your NVDA could be screwed. High end gpu differentiation is Nvidia's bread and butter and needs to remain so if its profits are to continue. Project Denver is just a sideline which may or may not take off but don't base your continued NVDA investment on it, keep watching the GPU, PSB sections profits. As to your continued insistence that ARM64's commercial success is guaranteed purely because there are lots of vendors attempting it, look at the lukewarm reception being given to Surface even though MSFT pushed it. All the server OEMs pushed Itanium to no avail either. If the product is not quite right no amount of heavy support will make it a success.

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    • "Not their entire future I hope otherwise your NVDA could be screwed. High end gpu differentiation is Nvidia's bread and butter and needs to remain so if its profits are to continue. Project Denver is just a sideline"

      Future GPUs will be more & more programmable with every generation...
      Integration of CPUs will be every bit as important...

      Disagree that Project Denver is just a sideline... it is the future of Tegra, and integral to their
      future GPU architecture... Maxwell as its called.
      Project Denver will open new doors to market segments NVidia isn't currently in...
      Without Project Denver, then NVidia's CPUs will be limited by ARMH offerings...
      As you know, what CPU you're buying is a BIG differentiator..

      " look at the lukewarm reception being given to Surface"

      how was the reception given to Android when it launched...
      squashed by the ipad2 launch as I recall...
      and Android had no apps when it launched...

 
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