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roundhouse_c

roundhouse_c
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  • 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
  • Nvidia - Morgan Stanley Is Rightfully Cautious [View article]
    This article completely ignores what is actually happening right now with the products in place and forthcoming this quarter and the next. Nvidia is in the driver's seat on several fronts. I find these articles funny because they ignore what is obviously major news items that have been claimed as what was needed to see Nvidia follow through on their potential in Tegra and in other sectors where the new GRID product is taking off. Those items were just announced in the recent CC, Goldman Sachs is behind them and basically everything the investor could want to hear about critical news items, ie Tegra 4i and the i500 modem, was confirmed. The timing to post these articles to encourage shorting is just funny. MS wasn't even at the CC for earnings.
    Nov 19 11:29 AM | 3 Likes Like |Link to Comment
  • Nvidia hit by Morgan Stanley downgrade [View news story]
    You obviously aren't paying attention to what's happening with the certification for their modem and the Tegra 4i chip. Nvidia's been conservative in their outlook the last several quarters and has met or beaten the outlook every time. AMD isn't really a concern for Nvidia now or in the future. They are far more concerned about Qualcomm. Go ahead and wait for 10-12 . . it's going to be a LONG wait. I would never say never, but this stock is not underperforming for the foreseeable future. MS didn't even have anyone at the CC and probably didn't even bother to consider the certification stated in the CC and later confirmed.
    Nov 18 11:44 AM | Likes Like |Link to Comment
  • Is Nvidia In Good Financial Shape? [View article]
    It wouldn't be pretty . . for AMD that is.
    Oct 24 01:29 PM | Likes Like |Link to Comment
  • NVIDIA Corporation at Deutsche Bank dbAccess Technology Conference (Webcast) [View article]
    And isn't that what most companies will state at the start? BTW, Nvidia doesn't play that game quite as you hint. Just look at Apple today, if you want to talk about the usual bs. But after looking at your list of posts, it's obvious you are an investor in Intel, which is fine, but you really don't have a grasp of what major movements Nvidia is making over this year and in particular the current and next two quarters. They are doing quite well knowing full well the risks they took with the T4 delay and pushing T4i forward etc.
    Sep 10 09:47 PM | Likes Like |Link to Comment
  • Why You Should Sell Your Nvidia Shares [View article]
    Okay, well here you at least post some accurate figures and I think your first comments look questionable based on what you just posted. You are making the $285 mil look like something to be concerned about . . and the 'decrease' in shares as dilution. I think we are not only doing fine at this point but the news forthcoming will support the buyback and the supposed diluted shares you and others complain about ad nauseum. Go buy some Micron or Rambus and stop your whining . . that's the type of trading you are looking for.
    Sep 4 04:20 PM | Likes Like |Link to Comment
  • Why You Should Sell Your Nvidia Shares [View article]
    The ignorance in your comment is telling. It's better that you move on now if that is how you understand GS's role in the buyback plan. I'd rather have investors in this company that have a clue what is happening.
    Sep 3 07:19 PM | Likes Like |Link to Comment
  • Nuverra extends losses despite defense by Jefferies analyst [View news story]
    Uhm, Syria? Please post these comments about a stock's performance when it's really relevant? There are very few stocks doing well today with the situation in Syria and our country's plans to intervene affecting trading negatively. The price today of NES just going back to the trading price it maintained before an upswing towards the end of the day.
    Aug 27 02:48 PM | 1 Like Like |Link to Comment
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