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.
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.
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.
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.
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.
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.
Nvidia: The Long-Term Situation Is Grim [View article]
Nvidia: The Long-Term Situation Is Grim [View article]
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.
Nvidia: The Long-Term Situation Is Grim [View article]
Nvidia: The Long-Term Situation Is Grim [View article]
Nvidia: The Long-Term Situation Is Grim [View article]
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.
Nvidia: The Long-Term Situation Is Grim [View article]
Nvidia: The Long-Term Situation Is Grim [View article]
Nvidia: The Long-Term Situation Is Grim [View article]
Nvidia: The Long-Term Situation Is Grim [View article]
Nvidia: The Long-Term Situation Is Grim [View article]
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.
3 Ways To Profit From The Solid State Drive Explosion [View article]
3 Ways To Profit From The Solid State Drive Explosion [View article]
Although OCZ hasn't built a controller from ground up, they do now have the technical and IP base to make one.
Student Debt Could Be A Landmine For Lenders [View article]
Corporate Culture Could Cripple Zynga [View article]
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.
Can You Hold Your Own Against An Index Fund? [View article]