Seeking Alpha


Send Message
View as an RSS Feed
View roundhouse_c's Comments BY TICKER:
Latest  |  Highest rated
  • Is Nvidia Now A Better Bet Than Intel? [View article]
    The expenses went up last quarter so I've been corrected but the retort to 'try again' is not really necessary because one, you haven't really explained a position that seems to think Nvidia has made a recent shift to automotive. In FACT, they have been building the automotive line along with the tablets and other Tegra application almost simultaneously going back several years. Automotive takes longer to gain traction and that has been noted repeatedly by Nvidia as well as analysts over the years. The recent bump in expenses was well documented and explained by the CFO to support the implementation of Maxwell into the Tegra chipset and move ahead of schedule in performance. Also, the comment about software implies a lack of understanding about how revenue is produced with the ongoing improvements provided by software without needing to always replace the chips. Automotive is becoming another 'cash cow', if you will.

    So maybe 'harley', you can layoff the need to imply some sort of cover up of the major losses with Tegra and simply acknowledge Nvidia is seeing the full range of the Tegra roadmap come to fruition. Jen is just fine and so is the state of Nvidia.
    Jan 20, 2015. 07:25 PM | Likes Like |Link to Comment
  • Is Nvidia Now A Better Bet Than Intel? [View article]
    I'm sorry but 'if you read' at all, you'd know that the auto direction isn't a 'redirection' at all and that the software actually is less costly and more effective for bringing in continuous revenue. The 'redirection' is more about the decision to position the company as something more than just chips. Also, your comments about the 10Q and 10k show almost know knowledge of how operational costs have been steadily improving over the last several quarters as more of the Tegra products are seen in devices beyond tablets, phones, desk and laptops.
    Jan 19, 2015. 11:36 AM | 2 Likes Like |Link to Comment
  • New Bidders Can Bring You High Return: Otsuka To Acquire Avanir [View article]
    Did you do any research on the agreement before writing this article? The agreement clearly stipulates that no other parties or bidders can be involved at this point before the tender offer is completed.
    Dec 2, 2014. 01:57 PM | Likes Like |Link to Comment
  • Nvidia's Innovation And Presence In Diverse Markets Makes It A Smart Investment [View article]
    If you think that Nvidia is depending on the same niche as AMD exclusively, you are mistaken. Nvidia isn't topped out and AMD will be lucky to get through the year with a stock price over $2 imo.
    Nov 23, 2014. 08:56 PM | Likes Like |Link to Comment
  • All Pop And No Sizzle Or Is Avanir Going Higher From Here? [View article]
    Okay, so you are basically making a plug for another article after calling this article 'informative'? The article you are plugging basically refutes what this author is writing completely. I think your intent to make a plug here makes any compliment to the article seriously compromised. This article is anything but informative.
    Sep 17, 2014. 10:38 AM | 2 Likes Like |Link to Comment
  • All Pop And No Sizzle Or Is Avanir Going Higher From Here? [View article]
    Not sure this article is even worth the comments but the author is basing much of the bad on one article by a guy's comment on something discovered through trial tests as being glorified cough syrup. The findings and results were substantial and addressed symptoms where there is no treatment or drug sanctioned or approved by the FDA yet so there is a huge opportunity for the group that gets a drug approved for this area in Alz treatment. Both the author Adam and this author really don't seem to have the expertise to make the dismissive statements they are making imo. What this article totally misses is all the upgrades the day of the huge spike not only in price but in volume. There were several price target changes, including those who had said sell or hold to mostly $17 and at the 'lowest' around $12-13. At least one target was changed from $4 to $17! Why would so many of the analysts make that dramatic of a change for 'cough syrup'? They aren't all lemmings . . also, the comment about the puts and the float are for the recorded float BEFORE the news that sent everything north and nearly doubled the stock price in one day. I wouldn't be surprised if the float or put ratio was much different now and that the volume was due to funds buying in now with the anticipation of more upside and even a buyout in the near future.
    Sep 17, 2014. 10:19 AM | 3 Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 01:04 PM | 5 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 07:34 PM | Likes Like |Link to Comment
  • Nvidia: Does It Have More Juice? [View article]
    Uh, no.
    Mar 19, 2014. 11:38 AM | Likes Like |Link to Comment