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roundhouse_c

roundhouse_c
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  • How Apple And Intel Crushed Nvidia's Tegra [View article]
    Okay, so the author of this article is simply ignorant (which is doubtful if he really is a long-term investor in chips and tech) or negligent without any real financial gain. That really bodes well.
    Jul 13 09:59 PM | 3 Likes Like |Link to Comment
  • How Apple And Intel Crushed Nvidia's Tegra [View article]
    "The most important take-away from the CNET interview is that there's absolutely no mention of a 64 bit Tegra. In order to stay competitive in mobile, Nvidia would have had to be able to offer a 64 bit version of its own. The decision to withdraw from mobile says that Huang realized that it was already too late to start a 64 bit processor for the mobile market."

    This following item seems to refute directly what the author is saying: NVIDIA Logan 64-bit processor . . by the third quarter of THIS year.

    I don't understand how SA can support or allow for an article that seems to rather openly make claims that are really borderline litigation cases for libel.
    Jul 11 01:04 PM | 4 Likes Like |Link to Comment
  • How Apple And Intel Crushed Nvidia's Tegra [View article]
    Really? Your comment here is almost as negligent as the original author's article. Tegra isn't a failure at all. The strategy was to make a chip that could have the power of their discrete graphics in desktops and make it work in an array of mobile applications which they are doing. Just read the majority of posts here for an indication of what is actually happening. Articles like this pop up during the quiet periods of the summer where a casual reader isn't really checking for the stock in depth. This writer can get away with posting something that relies on old arguments and data while totally ignoring current news items that directly refute what he's stating.
    Jul 11 12:55 PM | 3 Likes Like |Link to Comment
  • Beware, Nvidia Is A Risky Investment [View article]
    It's not the end of the line for modems completely with Tegra. Integrated, yes, but they are still keeping the i500 and using it in tablets and other applications that would work with cellular contracts. Granted they are not going head to head with Qualcomm in the near term with the cellphones, outside of high-end smartphone and phablet devices but it's not necessarily true long-term.

    Also, this author is relying heavily on a very dated argument for Nvidia that has been more than adequately addressed as you point. The sell side argument has become a very weak position and a very lazy one imo.
    May 22 04:51 PM | 1 Like Like |Link to Comment
  • Why Nvidia Is Heading To $22 [View article]
    You obviously don't pay attention to conference calls but it doesn't really matter. If you just want to look at the surface of things, go ahead. Good luck, you need it.
    May 9 05:54 PM | Likes Like |Link to Comment
  • Why Nvidia Is Heading To $22 [View article]
    Oh c'mon, this is one of the most ridiculous comments I've read. You probably are thinking of Microsoft because of the rumors about ONE of the Surface devices coming up. But really, how sad is this comment if you can't get the major players right?
    May 9 02:52 PM | 5 Likes Like |Link to Comment
  • Why Nvidia Is Heading To $22 [View article]
    Please, that is NOT the case. I guess when an article has so few readers, you can post whatever you want and a few people will believe you.
    May 9 02:50 PM | 3 Likes Like |Link to Comment
  • Nvidia: Does It Have More Juice? [View article]
    Do you want me to count the number of things where he is actually not spot off but omitting critical data? Dude, go back to the Harley :). Anyone that bothers to do their own research would know better now. And clearly Goldman Sachs and others in the financial world see that the company is much more than a dream, Tegra included.
    Mar 19 07:34 PM | Likes Like |Link to Comment
  • Nvidia: Does It Have More Juice? [View article]
    Uh, no.
    Mar 19 11:38 AM | Likes Like |Link to Comment
  • Nvidia: Does It Have More Juice? [View article]
    This article to tries to come across as objective and on some points is okay but there a couple of VERY telling assumptions and arguments that tip the hand of the analysts. One, it continues what I would call an urban myth about Nvidia's reliance on low and medium end discrete graphics and the associated demise of the PC desktop. This is the most tired argument and it just gets to the point where if it's repeated as it is here, the supposed analyst really isn't doing their job. Nvidia does not depend on the low and mid range graphics at all and has been growing and/or maintaining it's share in the high end graphics continuously over the last year or more. In fact, the comment about the laptops here further reinforces the lazy analysis by assuming that market is a dying cause when in fact it's growing in the gaming market. I not only think this is being overlooked on the market level but I literally see it with peers that are gamers and in various coffee shops and locations where people are locked into their laptops. That high-end laptop segment is actually growing along with GRID and the high end PC desktop market both for the consumer and the professional. Nvidia isn't shying away from gaming and in fact is expanding their role in gaming at all levels. So this argument on the dying PC market and low to mid range cards is a bogus argument dependent on statistics covering the broad range of PCs and in fact really shows the analysts trying to support a market for APUs which obviously is being championed by AMD or should I say being clung to desperately by AMD.

    Second, is just an easy flag for anyone that knows better. Citing an article from SemiAccurate about the supposed watts using the K1, really? That's what you got? C'mon now. Using a rumor from a writer that has had an ax to grind against Nvidia (and really indirectly backup AMD chances) since seemingly ancient times, before there were computers, is not exactly a good argument to question Nvidia's ability to succeed in mobile.

    The author is holding on to arguments that are getting further outdated every time another announcement is made of a design win is made or another benchmark in testing is verified and there have been a few wins and verified benchmarks btw including actual battery tests . . with more to come.
    Mar 19 10:58 AM | 2 Likes Like |Link to Comment
  • Why I Think Nvidia Is Fairly Valued [View article]
    You obviously don't know what you are talking about . . there are two phones announced already, not samples, with the integrated Soc, T4i. And I think you need to some more research yourself about the capabilities of the software defined modem that Nvidia has developed. They are not about to pay Qualcomm any royalties. Do people a favor and not post any comments that are deceiving and misleading as you have here.
    Feb 27 11:28 AM | 4 Likes Like |Link to Comment
  • Diverging Strategies Make AMD, Intel And Nvidia All Buys [View article]
    Almost point for point in your arguments, the EXACT opposite is true . . it's amazing to me the koolaid some of you AMD fanbois drink! I think AMD 'could' make it back out of the deep financial hole they are in, but it won't be in consoles, not in the current iteration which is more like a bright burning bulb before it flames out and is replaced by low-voltage or led or something else.
    Feb 19 12:01 AM | 3 Likes Like |Link to Comment
  • Nvidia's Tegra Business Collapses [View article]
    I think the very reason this author is being criticized is because of the distortion of the facts. He is ignoring the present facts and all the indicators of what is ahead for Nvidia whereas your own comments here reflect that you are more stuck on the past and mostly fading trends then as if you were looking soberly at the actual facts stated at the last ER for both AMD and Nvidia. The facts point to Nvidia gaining momentum in all the niches that are growing exponentially and to AMD making as yet unfulfilled promises while depending on the game consoles that are short-term fixes, which most analysts even found a little disappointing compared to what was needed financially.
    Feb 15 01:26 AM | Likes Like |Link to Comment
  • Nvidia's Tegra Business Collapses [View article]
    I guess you can call an article 'decent' if it is written without any real intent to be objective and make sure one thinks the company is doomed after exceeding expectations and then confirming everything is on track for the very line of mobile chips this author has concluded is a complete failure. My definition of decent will have to change I guess . . so what do I do with the word distorted and hack?
    Feb 13 01:37 PM | 2 Likes Like |Link to Comment
  • 2 Reasons To Again Turn Neutral On NVidia [View article]
    Right, a long term holder of Nvidia, right sure. Just at the time when Nvidia is really in a position to push at the niches dominated by Qualcomm and you are a long-term holder of Qualcomm now. Of course, go ahead and hold for maybe a few percentage points instead of 50%+ returns which could easily happen with Nvidia within 12 months if not the next 6.

    About the only thoughtful and objective poster in response to this VERY thin article is 'grxbrstd'. Thanks for your posts grx . .
    Jan 23 12:07 AM | 3 Likes Like |Link to Comment
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