• Ashraf Eassa
    Good job, $NVDA. Shorting these guys is a terribad idea.
    11/7/13
    Reply (17)
    • J Mintzmyer: I agree- really appreciate their attempts to return capital to shareholders... I remember being very skeptical when the plan first came out.
      11/7/13
    • J Mintzmyer: Looks like they are serious about repurchases and dividends though. I might look for an entry point around here. What is your target $?
      11/7/13
    • Ashraf Eassa: Yeah, another billion in capital returns is always welcome.
      11/7/13
    • Andrei Volgin: Revenues down 12% y/y, EPS down 39% despite $750m spent on share buybacks. It does not look good.
      11/7/13
    • Justin Jaynes: I think the elephant in the room is that in March 2015 the high op margin payments of $66M from Intel go away.
      11/7/13
    • Ashraf Eassa: By March 2015, $NVDA's Tegra business should be profitable.
      11/7/13
    • Justin Jaynes: sorry - 2016*, see page 16 http://intel.ly/10FKFnE
      11/7/13
    • Ashraf Eassa: Even better.
      11/7/13
    • Andrei Volgin: Where do you see gains for Tegra? All tablets are struggling, HTC and Motorola are struggling, Acer just fired its CEO.
      11/7/13
    • 1980XLS: $INTC should just buy $NVDA and get it over with, before Intel gets crushed by $AAPL or $QCOM
      11/7/13
    • Justin Jaynes: Also, Tegra revenues despite the Tegra 4 roll out are still down by over half from last year's value
      11/7/13
    • Justin Jaynes: And Nvidia just slashed the prices of their most expensive cards (GM concern), and largely obsoleted their Titan with a $300 product
      11/7/13
    • Justin Jaynes: Titan's best case usage right now is for entry level for HPC for consumers that need the DP performance
      11/7/13
    • Justin Jaynes: or those that desire the 6 GB frame buffer. The other thing that makes no sense is the 3 gb frame buffer on the 780 Ti - 1080p eats 2 gb max
      11/7/13
    • Justin Jaynes: with a product that is $300 cheaper*
      11/7/13
    • sharke: I don't know much about nvda but what I do know is amd is definitely taking market share from it.
      11/7/13
    • toonies: Looking into the earning call, I do not see potential for stock price rise. Levels 13-14 are more possible soon. Nothing to celebrate soon
      11/8/13