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tuanming

tuanming
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  • Nvidia Shooting At A Moving Target [View article]
    For $50 - $100 more, consumers can have a nice quadcore CPU and a GPU that is capable of playing console quality games. Can a kindle do that? ;)
    May 24, 2012. 06:31 PM | Likes Like |Link to Comment
  • Why The Market Is Valuing Nvidia Incorrectly [View article]
    I thought you know or knew what tegra is? How many ARM SoC have a fifth power saving core? Or aka, the ninja core? ;)
    May 11, 2012. 10:05 AM | Likes Like |Link to Comment
  • Why The Market Is Valuing Nvidia Incorrectly [View article]
    All NVDA shareholders MUST read the 2012 Annual Meeting and Proxy Statement, and Report on Form 10-K. I feel much better or more confident now. However, I would like this feeling or this confidence to reflect on NVDA stock price!
    May 9, 2012. 03:27 PM | 1 Like Like |Link to Comment
  • Why The Market Is Valuing Nvidia Incorrectly [View article]
    @Esrever

    Most (if not all) of your information is either outdated or simply false. Tegra 3 SoC is based on the 40nm process and it is doing quite well for a 5 or 6 years old GPU tech against its rival(s) using the latest 28nm process. You just wait and see what Tegra 4 has to offer. I wouldn't be surprised if it comes equipped with DirectX 11.

    If you know anything about the Kepler GPUs then you should know it has been highly praised for its energy/power efficiency. Also, the GTX 680 (GK104) is mid-range GPU. The true high-end Kepler is the GK110 ;)

    Personally, I don't think it is Nvidia fault for the shortage of Nvidia's products, blame TMSC for that. If you're going compare the compute performance of the Kepler to AMD, then you should first look at their GPUs die size. AMD 7970 die size is 352mm versus Nvidia GTX 680 294mm, thus the compute favors AMD GPUs.
    May 9, 2012. 11:31 AM | 3 Likes Like |Link to Comment
  • Why The Market Is Valuing Nvidia Incorrectly [View article]
    Yeah, yeah. People have been saying that the GPUs market is a dying breed for the last decade or so... but guess what? GPUs are still here today and it is very much alive to say the least. Also, Nvidia would be benefiting from major PC games like Guild Wars 2, Diablo 3, and future PC games that demand the needs for graphics.

    Nvidia is no longer just graphics chips company, they now have the Tegra series in their arsenal.
    May 8, 2012. 12:44 PM | 2 Likes Like |Link to Comment
  • Why The Market Is Valuing Nvidia Incorrectly [View article]
    Is NVDA just simply being greedy or plain stupid by not implementing a dividend policy to reward its loyal investors or to attract future investors so that it can increase its stock price? What the heck are they going to do with that 3 billion dollars cash, letting it sit there and rot, or make a shrine out of it and worship it?? As of right now, it is sitting there and not doing anything. Sometimes, you need to spend money to make money!

    NVDA used to be in the high 16's but now it is at 12.26. They are doing something wrong here, is NVDA to be blame for or the market, or both?
    May 8, 2012. 12:29 PM | 1 Like Like |Link to Comment
  • Nvidia: Valuations Are Mixed But No Upcoming Catalysts For The Stock To Enter [View article]
    I fully agreed with nobodyspecial2u. Once NVDA released their 28nm Tegra, it will be very competitive, if not dominates their competitors.

    Those 28nm dualcore from Samsung and Apple puts up a good fight with Tegra 3, but just wait and see until NVDA released their 28nm die shrink Tegra ;) It will be mind blowing!

    Tegra 3 stacked up pretty well with its 40nm quadcore CPU and its 12 Cores GPU based on a FIVE year old technology... VS. the competitors using the latest 28nm dualcore with a more souped up "modern" GPU.

    Obviously, Tegra 3 was at a disadvantage compared the newer SoCs, but for what it's worth, it fared pretty well. I can't wait to see what Tegra 4 or a 28nm Tegra is capable of!!!
    Apr 6, 2012. 04:29 AM | 1 Like Like |Link to Comment
  • Why Nvidia Is A Buy: Catalysts Going Forward [View article]
    If this Tegra 4 is called or codenamed Wayne then hopefully it would match the specs listed on Wikipedia. Direct X 11 will be a huge win for NVDA because that is their domain ;) I really hope this Tegra 4 or Wayne will be NVDA's killer product or chip.

    Here are the specs:

    Processor: Quad ARM Cortex-A15 MPCore + low power companion core
    Improved 24 (for the quad-core) and 32 to 64 (for the octa-core) GPU cores with support for Directx 11+, OpenGL 4.X, and PhysX
    28 nm HPL[25]
    About 10 times faster than Tegra 2
    To be released in December 2012
    Mar 30, 2012. 05:19 PM | Likes Like |Link to Comment
  • Why Nvidia Is A Buy: Catalysts Going Forward [View article]
    First of all, I'd like to say that I too also owns NVDA shares. I didn't know that the Tegra 3 GPU was based on a 5 years old tech... No wonder it struggles to keep up with the ipad 3 "newer" gpu. But for a graphics company to lose its ground against an non-graphics based company is such an embarrassment to the company and the industry!!! I hope the Tegra 4 gpu will use the new architecture from Kepler, not some dated POS gpu.

    Let's pray for all NVDA shareholders...
    Mar 30, 2012. 02:52 PM | 4 Likes Like |Link to Comment
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