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NVIDIA Corporation Message Board

marsavian 186 posts  |  Last Activity: Mar 26, 2015 2:18 PM Member since: Jun 15, 2005
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  • Reply to

    Intel Up, ARM Down

    by wallisweaver Mar 26, 2015 9:53 AM
    marsavian marsavian Mar 26, 2015 2:18 PM Flag

    The 14nm parts will have the right performance/integration/die size numbers so they won't need subsidizing which will unlock $4bn revenue in itself. Total domination can wait until 10nm ;-).

  • Reply to

    Intel Up, ARM Down

    by wallisweaver Mar 26, 2015 9:53 AM
    marsavian marsavian Mar 26, 2015 12:53 PM Flag

    ARMH recovered this quarter as they finally had a quarter that didn't suck. It does not take much to get ARMH pumped up as it is still considered a growth stock by the masses whereas the analysts just can't wait to pin the legacy no-growth label on INTC. Intel's 14nm products are going to take big chunks out of ARM mobile marketshare which will soon show how misguided this general sentiment is. 14nm Core-Ms, Cherry Trails, Broxtons, Sofias are all going to wreak havoc.

  • Reply to

    Not impressed by CEO Brian K. at all

    by back_bay_professor Mar 25, 2015 7:39 PM
    marsavian marsavian Mar 26, 2015 12:45 PM Flag

    All of Intel's current products, apart from Sofia, happened under Otellini's watch as it takes 2-4 years to bring a design to market so he can take credit for the rise. BK isn't bad with a nimble forward-looking outlook but Otellini wasn't bad either considering the mess he inherited, the disastrous dual P4/Itanium strategy. Core happened under his watch and saved Intel's No.1 position and market cap. Sure he underestimated mobile but the revenue rich core business was saved from AMD.

  • Reply to

    Nvidia May Use Intel to Make Some Chips, Says RBC

    by getanid61 Mar 25, 2015 7:09 PM
    marsavian marsavian Mar 25, 2015 9:35 PM Flag

    Did they bother to ask Intel ? Somehow I don't think Nvidia's low volume will interest it.

  • Reply to

    Intel could be the Lazerus of the Mobile market

    by wallisweaver Mar 25, 2015 12:29 AM
    marsavian marsavian Mar 25, 2015 12:41 PM Flag

    They crushed Nvidia's tablet marketshare so what did I get wrong ;-).

  • Reply to

    Intel could be the Lazerus of the Mobile market

    by wallisweaver Mar 25, 2015 12:29 AM
    marsavian marsavian Mar 25, 2015 10:09 AM Flag

    I told getanid61 that already but he still does not believe ;-). Perfect storm brewing for Intel of Skylake being early, mobile chips becoming more profitable and Windows 10 sparking a new PC upgrade cycle.

  • marsavian marsavian Mar 25, 2015 10:05 AM Flag

    'It appears to me like Intel has almost skipped the Broadwell designs and going directly to Skylake. It doesn't make sense to me if it is just incrementally better graphics and power'

    Tick-Tock provides insurance if either a process or design is delayed. Broadwell a bit late, Skylake a bit early, Skylake the later design gets to dance early.

  • marsavian marsavian Mar 23, 2015 11:06 AM Flag

    http://en.wikipedia.org/wiki/Chekism

    The KGB or FSB members usually remain in the "acting reserve" even if they formally leave the organization ("acting reserve" members receive second FSB salary, follow FSB instructions, and remain "above the law" being protected by the organization, according to Kryshtanovskaya). As Vladimir Putin said, "There is no such thing as a former KGB man". Soon after becoming prime minister of Russia, Putin also perhaps somewhat jokingly claimed that "A group of FSB colleagues dispatched to work undercover in the government has successfully completed its first mission." Moreover, the FSB has formal membership, military discipline, and an extensive network of civilian informants., hardcore ideology, and support of population (60% of Russians trust FSB), which according to Yevgenia Albats and Catherine A. Fitzpatrick makes it a perfect totalitarian political party.

    Some observers note that the current Russian state security organization FSB is even more powerful than KGB was, because it does not operate under the control of the Communist Party as the KGB in the past. Moreover, the FSB leadership and their partners own the most important economic assets in the country and control the Russian government and the State Duma. According to Ion Mihai Pacepa,

    In the Soviet Union, the KGB was a state within a state. Now former KGB officers are running the state. They have custody of the country’s 6,000 nuclear weapons, entrusted to the KGB in the 1950s, and they now also manage the strategic oil industry renationalized by Putin. The KGB successor, rechristened FSB, still has the right to electronically monitor the population, control political groups, search homes and businesses, infiltrate the federal government, create its own front enterprises, investigate cases, and run its own prison system. The Soviet Union had one KGB officer for every 428 citizens. Putin’s Russia has one FSB-ist for every 297 citizens.

  • marsavian marsavian Mar 23, 2015 10:43 AM Flag

    Let me fix that for ya 'sending ripples OF LAUGHTER through the Asian media.' ;-)

    Motor mouth Warren East also said they would get 20% of PCs by now, so how did that little fantasy turn out too then ?

    If they even get 2% of the server market by 2020 it will be a minor miracle but I suspect they will still have their perennial less than 1% market share.

  • marsavian marsavian Mar 23, 2015 9:41 AM Flag

    http://finance.yahoo.com/news/astrotech-acquires-state-art-imaging-133000748.html

    Astrotech Corporation (“Astrotech” or the “Company”) (Nasdaq:ASTC), a leading provider of disruptive technology solutions, announced today that it has successfully completed the acquisition of certain key assets and intellectual property from Image Trends, Inc., during a bankruptcy auction held in Austin, TX, on March 18th, 2015.

    Astrotech’s management team has a long track record of identifying and creating value from distressed situations. “With the acquisition of these technologies, intellectual property, and know-how, coupled with selected high performance space imaging technologies, we have created Astral Images, Inc., revolutionizing the film to digital conversion process for the new Ultra-High Definition 4K standards, ” stated Thomas B. Pickens, CEO of Astrotech.

  • Reply to

    Intel: 52wk Range:$24.40 ??? next???

    by shortsp500 Mar 13, 2015 5:26 AM
    marsavian marsavian Mar 22, 2015 10:30 AM Flag

    http://www.forbes.com/sites/rogerkay/2015/03/20/openpower-unlocks-floodgates-for-an-all-chinese-server-business

  • Reply to

    Marsavian... a gift for you

    by getanid61 Mar 21, 2015 3:31 PM
    marsavian marsavian Mar 21, 2015 3:43 PM Flag

    This is what makes me laugh about Nvidia shareholders, they are so down on big bad Intel yet so reliant on it to sell a lot of PCs in which to stick their very expensive gpus. Be very careful what you wish for lol.

  • Reply to

    LTI Steve

    by getanid61 Mar 20, 2015 2:17 PM
    marsavian marsavian Mar 21, 2015 3:30 PM Flag

    Sadly I really do remember them lol ! I was very curious at the time what was making NVDA go up which is how I started posting on your board at the time. Mosesmann with his ridiculous NVDA 40 price target when it was already at 25 based on future fantasy tegra tablet sales forecasts was the straw that broke my back to first speak up then against all the hype nonsense going down over in Nvidialand.

  • Reply to

    LTI Steve

    by getanid61 Mar 20, 2015 2:17 PM
    marsavian marsavian Mar 21, 2015 2:38 PM Flag

    Only in your imagination. It only rose 76c on that day as it was already telegraphed earlier in the rise to 15.

    http://finance.yahoo.com/q/hp?s=NVDA&a=00&b=9&c=2011&d=00&e=10&f=2011&g=d

    Date Open High Low Close Volume Adj Close*

    Jan 10, 2011 19.51 20.67 19.36 20.63 43,758,700 19.63
    Jan 7, 2011 19.11 19.93 18.68 19.87 64,499,600 18.91

  • Reply to

    LTI Steve

    by getanid61 Mar 20, 2015 2:17 PM
    marsavian marsavian Mar 21, 2015 1:59 PM Flag

    'NVDA got a spike from the initial announcement of INTC royalties...'

    only to around 15. The rise to 26 was purely on unrealistic hype which was fanned by your CEO that Tegra would become the dominant merchant mobile chip in the immediate future and I told all you fanatics at the time that would not happen due to bigger richer ARM shops (Samsung/Qualcomm) and Intel stopping you and that is exactly what happened over the next 4 years.

    'That fiasco was entirely Microsoft... the product sucked'

    No it was always doomed to failure as nobody was prepared to spend billions to port all the legacy software over or translate it as Intel has done with Android, part of that $4bn you keep bleating on about as is the LTE modem investment. WinRT was never going to beat Atom with its full windows software capability and we all told you that at the time.

  • Reply to

    LTI Steve

    by getanid61 Mar 20, 2015 2:17 PM
    marsavian marsavian Mar 21, 2015 1:31 PM Flag

    The subsidization at 22nm was required not because the 22nm chips were not cheap but because the 22nm Bay Trail was designed to double up as a Celeron giving it a too expensive platform price structure for tablets e.g. memory, motherboards. This is being corrected at 14nm. Everybody else in the world has accepted this explanation except you exhibiting the same inane repetitive stupidity that claimed NVDA was a buy in 2011 at 25+ when it was higher than INTC then ! INTC has outperformed your stupid NVDA since then even though you claimed the ARMy would take down Intel down even further with Windows on ARM which shows little you knew and know about the semi/micro business.

  • Reply to

    LTI Steve

    by getanid61 Mar 20, 2015 2:17 PM
    marsavian marsavian Mar 21, 2015 12:14 PM Flag

    No ARM based company can match Intel's internal Fab advantage expect Samsung. The rest will be out-priced from the market as neither Intel or Samsung have to pay 40% of their chip profit to an external foundry. As for the so-called bribes this is a game that Intel can continue until the end of time because PC/Servers allow this spare money to be used in this way unlike poor ARM licensees like Nvidia who have to rely on profit measured in hundreds of millions not multiple billions. You can bleat all you want about bribes but that still won't prevent Intel becoming the leading merchant chip mobile supplier in the future. Anyway these losses disappear when all Intel's mobile chips are 14nm because they will be cheap enough then with the right platform costs and the right level of integration for their markets without requiring subsidization. Part of that $4bn is also LTE modem investment something cheap old Nvidia also can't afford.

  • Reply to

    LTI Steve

    by getanid61 Mar 20, 2015 2:17 PM
    marsavian marsavian Mar 21, 2015 10:53 AM Flag

    and you are being hypocritical as Nvidia's gpus have subsidized the loss-making Tegras since their creation yet you don't have a problem with that and appear to see and support the long-term strategy in that.

    Hypocrite.

  • Reply to

    LTI Steve

    by getanid61 Mar 20, 2015 2:17 PM
    marsavian marsavian Mar 21, 2015 10:40 AM Flag

    Well Intel's mobile market share has improved drastically from 0% and zoomed past Nvidia in the time we have been discussing this so obviously some of the competition has become thru during that time when you bleating Atom was a joke and would never gain traction when in fact it killed your beloved pet o/s Windows RT stone dead and slapped Nvidia in tablets and now phones. My mantra has always been that Intel 's rise in mobile would be a multi-year, multi-decade attritional battle where its advantages in being an IDM with great IP and great Fabs would wear its opposition down year on year like it did in Servers and that is exactly what is happening now unlike the spectacular failure you claimed would happen. The trouble with you is you can't envisage strategy that involves many years and therefore dismiss the intermediate steps. You have a short attention span requiring instant gratification and expect companies to act the same way. It is like arguing with a petulant child and at your age you should know and act better,

  • Reply to

    LTI Steve

    by getanid61 Mar 20, 2015 2:17 PM
    marsavian marsavian Mar 21, 2015 6:24 AM Flag

    Intel had to subsidize its Server division by billions too originally but that was worth it as that money is coming back in spades now. Intel had to rudely crash the mobile market so it could get a foothold for future expansion and that is what it has done. Once all its mobile products are on 14-10nm this loss will reduce to nothing and then turn into profit as then all its products will be naturally price competitive and have the right level of integration for their markets. The trouble with you is that you don't have the vision to see what strategic investment looks like. How long has Nvidia been tinkering in mobile and how little market-share has it still got ? I suppose if that is all you are used to you can't recognize an industry giant going quickly for market domination as Intel is doing.

NVDA
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