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NVIDIA Corporation Message Board

  • tegrapower2013 tegrapower2013 Aug 8, 2013 6:10 PM Flag

    Conference call - interesting details

    Jen admitted that 4's product cycle will be quite short, as T4i and Project Logan will come to market q4 13 and q1 respectively.Tegra 4 is a bit of a leap product cycle for Nvidia. The real growth will be in 2014 with Project Logan.

    I do agree with Jen that it was a good decision to accelerate t4i and Project Logan. The real growth story lies with Project Logan IMO, nothing comes close to it m the market,

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    • SHIELD is a joke.

      What did Nvidia say when asked about SHIELD profits?

      Customers love it and its fun? lol


    • With Shield fully selling in Q3, in conjunction with a full quarter of GRID, and potential licensing revenue, I expect next quarter to beat, most likely by a large margin. Everyone has known for a while that Tegra 4 was a bust for the most part, and it rests solely on Jen's shoulders for accelerating T4i. Was it a good move? Who knows but we'll find out soon.

      We'll likely trade sideways, as usual, until T4i and Logan can give them new revenue streams. All the hype about the PC market hurting NVDA's margins has been debunked at this point. NVDA's PC market are high end gamers, not low end PCs. There will always be a healthy market for them in the PC world.

      I'm going to hold my shares and possibly buy on the dips. I think they're set up for a good long term movement probably between 17-19 in a year to 18 months. GL to all longs.

      Sentiment: Buy

      • 1 Reply to jrdelaney1
      • It was known from the beginning that Tegra 4, not incorporating Kepler, would be a fill-gap kind of product. Well, at least the Tegra trough was in during Q2...

        JH was obviously playing coy - not wanting to show his hand about Shield. I had a hard time believing that NV contracted a firm to make just a few thousands - who would take that job? On the web, there are unconfirmed chatters that NV told devs they espected minimally 100k being from first production as they had to give the devs a number to entice them for optimizing or publishing new games especially for Shield.

        I think, since Shield has only been released for a week or less, the "few thousands" could represent revenues recognized so far. A few months ago, NV didn't talk about global rollout, but now they do....I take it as a positive sign.

        The stock market is gearing up for the regular event of options expiry. I think this may turn out to be the driving force rather the earnings.

    • After pushing out the schedule by yrs, then they brag how brought in by a few months...

    • Hey tegrapower man did you see this?

      CNET: "Nvidia's Tegra mobile chip revenue falls off a cliff in Q2"

      Read the details. lol


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