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  • A Different Perspective On Intel's Bay Trail [View article]
    If Intel teamed up with Nvidia, they could turn things around and save each other. AMD has an advantage in the form of ATI graphics GPU's. Intel and NVDA need each other. Just imagine if NVDA licensed their GPU's to Intel. Holy COW!. They would both clean up. It would be a mutually beneficial relationship. Now, imagine if NVDA had access to Intel's foundry. NVDA would have an incredible advantage in the discreet GPU business. Don't fool yourself into thinking architecture improvements is the main source of performance increases. Going to a smaller, better process will give you huge gains in performance (and profit margins). I'm just stating the obvious.
    Jul 11, 2013. 09:53 PM | 2 Likes Like |Link to Comment
  • Nvidia Can't Be Shielded From The Future Of Mobile [View article]
    My old friend Ashraf Eassa! I have not forgotten. If NVDA hits $21, I'll buy you dinner. Best of luck to you.
    Jul 11, 2013. 09:52 PM | 1 Like Like |Link to Comment
  • Nvidia Can't Be Shielded From The Future Of Mobile [View article]

    1. Blackberry had a hoard of cash too. NVDA keeps on giving out their rainy day cash in the form of buy-backs and div payments.

    2. The price was insane. I don't think it's a big enough blunder to take the firm down.

    3. We are talking about sales and profit. The quality of a product is not as meaningful as the number of units sold and the profit margin. Look at iPhones. They are high priced previous year tech. I admit they look great, though. Look at old-school Athlon CPU's. They had better performance and were cheaper then what Intel had to offer at the time. However, Intel out sold them (maybe my dirty tricks if you can believe the rumors).
    Jul 10, 2013. 08:30 PM | 1 Like Like |Link to Comment
  • Nvidia Can't Be Shielded From The Future Of Mobile [View article]
    You must admit NVDA failed at whole SOC game. It's great to stick your head out and take risks. However, you sometimes fail. The books look good because their old school business it still doing well. The GPU business is keeping the ship afloat. I'm guessing NVDA will be around 14.50 in 12 months. Good luck to NVDA. And more luck to their investors!
    Jul 10, 2013. 08:29 PM | 2 Likes Like |Link to Comment
  • Nvidia: A $21 Stock Trading For $14 With Only $2 Of Downside [View article]
    I admire your devotion my friend. If Nvidia hits $20 before end of FY2015, I'll be happy to admit I'm wrong and buy you dinner. Just send me a message.
    Jun 6, 2013. 11:02 PM | 1 Like Like |Link to Comment
  • Nvidia To Get Boost From Haswell Release [View article]
    It really does not matter how many GPU's Nvidia sells. The stock price is a reflection of what people think the company will do in the future. Is Nvidia a great company? Sure. Is NVDA a good stock? Heck NO!! Just look at all the negative comments made by people regarding your article and Nvidia's future. Only two semiconductor firms actually posted a gain in year over year revenues. Nvidia and Qualcomm! Nvidia increased theirs by around 3%. Yet, the stock isn't exactly doing stellar business. Nvidia has consistently beat earnings forecasts yet their stock goes no where! Why? Because people have doubts about its future. Unless the firm can change people's mindsets, the stock will NEVER go anywhere regardless of how many GPU's they sell. Nvidia can help cure AIDS and the stock will do jack :)

    Jun 4, 2013. 02:02 AM | 1 Like Like |Link to Comment