Seeking Alpha

Braden Holstege

View as an RSS Feed
View Braden Holstege's Comments BY TICKER:
Latest  |  Highest rated
  • Nvidia: The Long-Term Situation Is Grim [View article]
    That probably played a role in last quarters revenue fall. It more illustrates their reliance on a single product line.
    May 21 08:01 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    It is true that they are attempting to move into mobile, and that they are attempting to render x86 irrelevant.

    But beating x86 is really hard. Companies have been trying for decades, including Intel itself with Itanium. The inertia is overwhelming. As for HPC - there are technical limits to the extent that computations can be extended to graphics cards. I don't know what your background is, but a computer scientist will tell you that some algorithms just can't be parallelized to that degree.
    May 21 08:00 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    Actually, Quicksync is much faster than dedicated graphics.
    May 21 07:53 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    I am unaware of any credible analysts who think that ARM will replace the general x86 market. Could you cite on for me?
    May 20 07:38 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    Yes, I meant to say a 1 time settlement. You are correct that it is actually less than 1.5 billion in real terms due to inflation.

    This makes up a trivial portion of Nvidia's revenue over the period, and there is no reason to believe it is not built into the price.

    if you can point out a single factual inaccuracy in my article I will gladly request that it be withdrawn.
    May 20 07:36 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    Nvidia received a 1 time payment of 1.5 billion dollars over a year ago. In the long run, that is trivial, and already built into the stock price.
    May 20 05:59 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    They are different companies in different situations, as you are well aware.
    May 20 05:58 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    Nvidia doesn't have an x86 license, and so is legally barred from creating integrated graphics solutions. They don't even have a chipset business anymore, and haven't since LGA775.
    May 20 03:59 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    The article said "long term", not right now.
    May 20 12:09 PM | Likes Like |Link to Comment
  • Nvidia: The Long-Term Situation Is Grim [View article]
    They will kill common HDDs. Macs and Ultrabook have already transitioned away from hard drives, and servers are increasingly using SSDs instead.

    The market structure for bottom to top end graphics cards is a pyramid. If you lose the base, and can't support the R&D to develop the top tier products.
    May 20 12:08 PM | 1 Like Like |Link to Comment
  • 3 Ways To Profit From The Solid State Drive Explosion [View article]
    OCZ is certainly a riskier bet than Intel or LSI. But those expenditures were largely around changing product lines (getting out of RAM, acquiring Indilinx). So we will see what happens.
    May 18 11:36 AM | Likes Like |Link to Comment
  • 3 Ways To Profit From The Solid State Drive Explosion [View article]
    All fair points. Enterprise is a different market, I think the increase in the consumer market (esp. if Apple does make SSDs standard in all Macbooks) will be substantial.

    Although OCZ hasn't built a controller from ground up, they do now have the technical and IP base to make one.
    May 18 11:35 AM | Likes Like |Link to Comment
  • Student Debt Could Be A Landmine For Lenders [View article]
    I am pretty sure that changes to bankruptcy law can change loan obligations after the fact.
    Jan 29 01:08 PM | Likes Like |Link to Comment
  • Corporate Culture Could Cripple Zynga [View article]
    Do you have a source? I would like to see that report.

    But reputation matters. Regardless as to if there is actually a bad working environment, a reputation of poor quality will make it harder to recruit candidates.
    Jan 28 05:07 PM | Likes Like |Link to Comment
  • Can You Hold Your Own Against An Index Fund? [View article]
    Good article. Economic research has shown that many people actively trade far more than they should.
    Jan 27 08:03 PM | Likes Like |Link to Comment
COMMENTS STATS
28 Comments
6 Likes