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  • The Great Tech Wreck of 2008?
    on Feb 10, 2008 • CSCO, GOOG, INTC    
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  1. Phil Coffman on NVIDIA and the Big Chip, the Top Line and Gross Margins: nVidia appears to have gained share in Q1. See Jon Peddie... more »
  2. amdman on NVIDIA and the Big Chip, the Top Line and Gross Margins: NVidias chips are outdated and failure prone, they are losing... more »
  3. Misha on Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns: Phil, And while they finish Larrabee, they do whatever they can... more »
  4. Phil Coffman on Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns: A very good article. Thanks for pointing it out. On Feb 28 06:34... more »
  5. Misha on Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns: I found that the following recent IEEE Spectrum article provides a... more »
  6. principle on Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns: Intel doesnt have to make a great graphics card for it to be a... more »
  7. donzelion on Nvidia's Fourth Quarter: As the Semiconductor Bellwether Turns: Cisco will tell you more about big-ticket macro developments;... more »
  8. Luke Woods on Nvidia: Ion on the Horizon : I would have to say this is going to be a huge tug-of-war. Each... more »
  9. JohnB on Nvidia: Ion on the Horizon : Great summary of the state of the CPU and GPU markets. more »
  10. Phil Coffman on GPU Wars: Attack of the $200-300 GPUs: On Jan 02 09:34 PM mr_mike wrote: > "....I don’t see how a... more »
  11. Phil Coffman on Intel's Q4 Earnings Call: Other Than That, Mrs. Lincoln, How Was the Play?: On Jan 20 08:34 PM Crocodilian wrote: > Just a guess, but I'd... more »
  12. Crocodilian on Intel's Q4 Earnings Call: Other Than That, Mrs. Lincoln, How Was the Play?: Short term, life looks painful for Intel, and everyone else.... more »
  13. Phil Coffman on Intel's Q4 Earnings Call: Other Than That, Mrs. Lincoln, How Was the Play?: On Jan 20 04:16 PM User 341043 wrote: > You failed to mention... more »
  14. User 341043 on Intel's Q4 Earnings Call: Other Than That, Mrs. Lincoln, How Was the Play?: You failed to mention that 32nm is the architectural sweet spot... more »
  15. mr_mike on GPU Wars: Attack of the $200-300 GPUs: "....I don’t see how a chip designed for the $300 price point,... more »