Jen-Hsun was great today. Even pretty much admitted they missed the google tablet due to timeing. The question was asked about timeing of tegra 4 and 4i and the pipeline.
"with the exception of one that we couldn't make the timing on, which is, it's kind of a June product and we obviously just couldn't make that. But shortly after that I think you're going to find Q3, Q4 there's a lot of fun projects coming!"
Sentiment: Strong Buy
Jen was GREAT during the keynote today. That said, the financial call had a different tone to it. I took this call as Jen saying the following to the Analysts "what are you guys looking at? You clearly don't get our business. Let me lay it out there for you. I will take any and all questions to help clear it up for you."
Then at the end when he took even more questions he seemed to get annoyed with them again as they wanted more and more detail. He then replied, that he didn't know what to tell them, he spilled his guts out and they wanted more detail. (assumption that they still don't get it)
Just my 2 cents from the call.
Listening to both discussions today, I would agree. That said, I believe tegra 4 is a very powerful chip. It just really seems JH cannot wait to tell everyone all about Tegra 5, Logan.
Sentiment: Strong Buy
JH just said on financial call that logan will be "unmatched" on the gpu side.
Sentiment: Strong Buy
Great presentation..... Great roadmap for both gpu and tegra.... Next kepler, then maxwell AND denver in tegra
Jen just announced what he is talking about.....should be interesting.
Sentiment: Strong Buy
Guess we will find out tomorrow. I cannot wait to listen. I was just on the Nvidia website and found this meeting even stranger, as they have the annual analyst meeting in less than a month at their headquarters. What does Jen have to say that couldn't wait til then.......on a side not I saw a survey stating that Jen has the 15th highest approval rating of his company. Above both Tim Cook and Jeff Bezos
glassdoorDOTcom/50-Highest-Rated-CEOs.htm
Anyone else care to guess what the financial news will be tomorrow? I would suggest maybe full year guidance on both Tegra and GPU. Who knows.......The timing just seems weird.
Sentiment: Strong Buy
has a good article on NVIDIA and cloud gameing. "Netflix for gamers"
brightsideofnews.....
brightsideofnewsdotcom/news/2013/2/27/exclusive-qualcomm-powered-samsung-galaxy-s4-gt-i9500-performance-revealed.aspx