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NVIDIA Corporation Message Board

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  • geekcomputing geekcomputing Jun 15, 2005 11:39 AM Flag

    Put this in perspective

    gross margins for next quarter stay at estimates of improvement of 50-100 basic pts.

    higher returns on ps3 compared to xbox
    last xbox payment in july.. thats good at least we get 1 more this quarter

    psx3 will have high dynamic range
    and cell is better at physics.

    market share at low end = low
    Inv = low.
    price cut occurs each quarter or 3 times per year.

    last quarter they did not cut b/c they were spaking ati

    cut this quarter to try to sell more low end
    (this should put pricing pressure on ati i think and really screw up their gross margins)

    handsets - outlook = good.

    growth will occur in the intel motherboard business

    MOST IMPORTANT - PRICE CUTS WERE INCLUDED IN ALL PROJECTIONS !

    6800 sales = strong
    nvidia trying to lower sli costs and make 6600gts a more economical for the main stream.

    --------------
    a very positive CC i must say
    the fact that price cuts are normal and invetory is low in the low end is good.

    all cuts were factored in projections.

 
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