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NVIDIA Corporation Message Board

  • whosunw whosunw Apr 16, 2013 8:19 PM Flag

    new iphones delayed 1 Q

    is it going to benefit samsung and Exynos octo - yes!

    is it going to benefit qcom and S600 - yes!

    is it going to benefit nvda and Tegra - NO!

    such is the sad state of affairs of Jen targeting the wrong market. Sad, real sad.

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    • whosunw, I will give you a few points to practice thinking with, since you are notoriously known as not having a thinking process in place.

      iPhone delay will hurt BRCM the most outside of Apple itself. Broadcom has been used increasingly as a supplier by Apple, from the original iphone to iphone 2,3,4, 5 and the ipads. Without income stream from Apple, BRCM will lose a big chunk of its revenue. Qualcomm is more broadly based; it will get hurt a lot less.

      Secondly, have you heard - iPhone is no longer COOL. One piece of evidence is that the iphones are now being sold at Walmart. Many of the fanboys get so turned off by Apple's desperate move to go lower in its marketing stretch.

      Several recent Apple commercial are still trying to make the point that the iGears are so oh so cool, but you know what, to paraphrase Margaret Thatcher who used to say: "Being powerful is like being a lady, if you have to tell people you are, then you aren't".

      Apple will be on a sustained decline as long as Tim Cook is the boss who is incapable of coming up with any innovative ideas. Broadcom had better look for an alternative customer before it's too late.

 
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