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  • Nvidia Rolls Over AMD With Better Products Again [View article]

    re NVDA don't sell Apus - that's a don't care. They sell SoCs which address a much larger market and don't need x86 baggage.

    re NVDA don't sell into consoles - thats also a don't care. NVDA choose not to enter this business due to low margin (see AMD latest 10K). Greener pastures elsewhere

    re their technology is not as well supported. Poppycock. NVDA owns the professional graphics marketplace with ~80% marketshare. Developers are certainly more likely to be running NVDA hardware, whereas AMD's stuff is in the QA lab.

    re lost the G-Sync/FreeSync war. NVDA supports Freesync/activesync or haven't you heard? So what war was lost? NVDA has superior technology. If folks don't want to pony up for it (G-sync), the next best solution is GPU agnostic. Sounds like Freesync was neutralized, thats hardly a lost war.

    Your summary on NVDA's "permanent" problems are weak at best.

    AMD's problems are systemic. They cannot fight wars on two fronts with formidable foes, are not profitable, they are losing key personnel, the product direction choices they have made have not paid off, they are now behind in both CPU and GPU, and they cannot afford the R&D costs to be a contender against either NVDA or INTC, let alone both at the same time. The only hope investors have is a buy out.
    Sep 22, 2014. 07:25 PM | 2 Likes Like |Link to Comment
  • Nvidia Rolls Over AMD With Better Products Again [View article]
    10 Million
    Sep 22, 2014. 06:14 PM | Likes Like |Link to Comment
  • What Will Be The Impact Of Shield On Nvidia? [View article]
    What NVIDIA is doing with Android and GOOG is impressive. First, they are the only SoC company focused on Android gaming. Seems amazing that none of the other major companies are investing here despite gaming accounting for something north of 60-70% of application revenue in the Android ecosphere. Second, Tegra is about building a gaming platform for Android. Whether deployed as a controller, a tablet or as infotainment in a connected car, the Tegra experience will provide a consistent and predictable user experience. Consumers love it. Finally, with the investment and relationships NVIDIA has in the developer community, programming for Tegra is familiar, predictable and straight forward. NVIDIA learned a lot from their PC gaming experience and brings that know how to mobile; they provide tools and support to consistently make games look great. That ultimately translates into great user experiences, and that sells chips.

    With intense focus on Android gaming, challengers who are capable but who have yet to shown up, and deep investment on the application side, the future for NVIDIA's mobile business looks outstanding.
    Sep 18, 2014. 12:19 PM | 2 Likes Like |Link to Comment
  • Nvidia: Strong Earnings, Ample Growth Opportunities [View article]

    "In response, Nvidia. . . cannot make a processor which will compete with Intel's x86 CPUs."

    Not true, x86 is not the subject. The cross license agreement is about Intel's PCI bus and NVDA's graphics IP. They each pay to use the other's technology, though effectively the payments only go one way.

    re: "Truth is, they almost do not compete at all."

    That would be a myopic view as there is a large battle brewing in Intel's entry level playing field: NVDA's K1-64 CPU is going to compete handily with Atom, see Acer Chromebook just announced. No, it won't run windows if that's how *you* define compete, but through Android it will provide near identical functionality. Price always wins this segment. And if you layer in performance and power consumption, NVDA has a very strong competitor here. Qualcomm isn't even on the same playing field. (And please don't reply with the standard Intel defense "wait till next gen process" line -- its sooo tired and has yet to be proven credible despite the identical promise of many new process generations).
    Aug 14, 2014. 02:38 PM | Likes Like |Link to Comment
  • Nvidia: Strong Earnings, Ample Growth Opportunities [View article]
    Realtor said: "why doesn't INTC just buy NVDA?"

    1. companies don't care much for each other
    2. A price premium of 30-40%, while traders would do back flips over, isn't a fair offer, imho
    3. NVDA CEO (Jen-Hsun Huang) would only agree if he ran the entire show
    4. Intel has been trying to put NVDA in AMD's class as an also ran for 20 years.
    5. Intel is/has been one of the favored technology stocks for a long time and as a result, they have analysts and industry influencers in their pockets. NVDA creates another juicey foil along with AMD. I observe the underperform ratings on NVDA (cue Goldman Sachs, BofA, Wells Fargo, Pacific Crest), which haven't changed in a long long time, in wonderment.

    Any offer of purchase would be admitting NVDA have more importance than anyone gives them credit for. In addition, I think Jensen has a chip on his shoulder and wants to prove the world wrong about undervaluing his company.

    I'm a happy long with substantial holdings from single digits. I don't think NVDA will be fully valued for many years to come. GPU is a nice core market, Tesla, K1 (tegra) and GRID are just a hint of things to come.
    Aug 12, 2014. 10:49 PM | Likes Like |Link to Comment
  • Nvidia: Strong Earnings, Ample Growth Opportunities [View article]
    "Intel's internal fab capacity will prove to be a big advantage"

    yawn. same story for what, the last 20 generations or so? still waiting for Intel to find it's way into the hand held space in a meaningful way. One would think all that mfg expertise would give them some benefit, too bad they haven't been able to identify it.

    BTW, Intel will be in violation of NVDA's IP patents if the agreement is not renewed when it expires in 2016. Every integrated graphics part intel builds uses NVDA technology -- THAT feels like a big exposure for Intc.
    Aug 12, 2014. 12:26 AM | Likes Like |Link to Comment
  • Nvidia: Strong Earnings, Ample Growth Opportunities [View article]
    Nice write up, nice to see someone at seeking alpha who gets it. The only omission was NVIDIA's GRID product line, which mgmt reported on the con call could be the biggest growth driver in the near term.
    Aug 11, 2014. 01:40 PM | Likes Like |Link to Comment
  • Nvidia Eyes The Android Gaming Market With Its Shield Tablet [View article]
    - The gaming hardware market was worth $23.6 billion in 2012.
    - The global gaming market is estimated to cross $30 billion by 2015
    - Android is the world’s largest operating system platform.
    - NVDA believes that over time it will also be one of the world’s largest gaming platforms.

    Who else is even toeing the water in android gaming?
    Jul 27, 2014. 01:58 PM | Likes Like |Link to Comment
  • How Apple And Intel Crushed Nvidia's Tegra [View article]
    After being challenged in nearly every comment, the silence from the author is deafening. Can only conclude it really is about the hits and not the quality of the claims.
    Jul 12, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • How Apple And Intel Crushed Nvidia's Tegra [View article]
    A typical Mark Hibben drive-by designed to drive page hits. This article is so full of false claims and is so poorly researched it’s not even worth pointing out all the errors.

    Clearly as an Intel bull, Hibben voices a lot of threat/concern about NVIDIA. With K1-64 coming, their incredible inroads in HPC, Automotive, Grid, IBM interconnect, and the certainty of Intel having to re-license NVDA's graphics IP library in a few years, I'm sure he's not alone.
    Jul 11, 2014. 11:59 AM | 6 Likes Like |Link to Comment
  • Why Nvidia's Gameworks Will Backfire And Help AMD [View article]
    Tri Duong wrote: "You can only put 1 chip in each car"
    This shows:

    a. your niavete
    b. your lack of investigation
    c. your agenda as an AMD promoter

    IOW, you have no idea what you're talking about.

    AMD was a good company. They are now fighting two huge wars on two fronts and not doing well at either. Good luck in your career as an analyst.
    Jun 5, 2014. 10:28 PM | 6 Likes Like |Link to Comment
  • Nvidia Is A Buy - The $240 Xiaomi Mi Pad Is A Strong Tailwind [View article]

    Wow, that's lot of words to make the point: "they're getting better."

    But "better" isn't putting NVDA out of business now is it? 20 years. Intel promised over 20 years ago integrated graphics were going to put discrete graphics out of business. Why not? And if so, when should we anticipate this divine event?

    Ford sells a lot of F150s but they haven't put Ferrari or Tesla out of business yet either. Can you understand that dynamic?

    Your camp argues graphics is just a secondary function, seemingly unimportant so that it simply gets added on, like an afterthought, to the CPU. The truth is Intel has been trying to compromise graphics for many years, but that hasn't worked. The bar is raising so high that Intel can't help but to now make serious investments in graphics technology. NVIDIA and ATI did that to Intel.

    Go look at a die photo of your favorite integrated CPU/GPU and compare their respective areas to similar devices from a few years ago. Which function is growing at a faster rate? hmm, notice that?

    Now go look at a "K1 die shot", just google it, it'll come right up. If I were an Intel koolaide drinker the fact that the K1's multiple CPUs comprise about 10% of this die where the graphics function is more than 1/2 the die would scare the hell out of me. What does that say? It says graphics is really important in certain, not insignificant markets (see Xiaomi "the Apple of China" referred to earlier in this article for example, who is embracing K1).

    That is the trend that people who think for themselves should notice. CPUs will become secondary to GPU, not the other way around. Intel will go through this metamorphosis too. They realize it (see Larrabee), they just haven't embraced it yet. You heard it here first.
    May 25, 2014. 02:07 PM | 2 Likes Like |Link to Comment
  • Nvidia Is A Buy - The $240 Xiaomi Mi Pad Is A Strong Tailwind [View article]
    Love the Xiaomi write up, it was thoughtful and well written.

    Then it was followed by:

    "AMD's cheap APU and discrete GPU products, coupled with Intel's integrated GPUs, threaten the core business of Nvidia."

    I don't know why some of you don't do more original thinking. Do you know how long integrated graphics has been going to put discrete graphics out of business? Any guesses? Try over 2 decades.

    The original thinking part comes with the idea that NVDA shows their core market is growing. That fact is followed up with data that PC gaming has hardly begun to penetrate BRIC, and the fact that the PC is the largest open platform in the world. Its bigger than Hollywood in terms of revenue (hardware and software). And finally, PC gamers are about experience and bragging rights. So if gamers want to put a $3000 Titan board in their systems, they are going to, and there will always be a market for those types of buyers. PC gaming isn't going away, and integrated graphics won't EVER cut it for gaming. The idea of "good enough" graphics is meaningless to this segment.

    So original thinking means drawing your own conclusions about what the PC gaming market is instead of regurgitating what Intel has led analysts and other industry influencers believe.

    Discrete graphics has been on the verge of extinction for 20 years. It's a lot like the realization of Nuclear Fusion which since the 1970s has always been just a few years in the future. Think for yourself.
    May 25, 2014. 09:52 AM | 3 Likes Like |Link to Comment
  • Nvidia Is Fairly Valued As Investors Weigh PC Concerns Versus Early Success With GRID [View article]
    "Between the fiscal 2010 and 2014, Nvidia reported a 9% compounded annual growth rate for the PC GPU platform"

    "The huge dependency on PCs remains an issue"

    Dependance on a segment that is growing in the face of gloomy forecasts is a problem? ha ha great analysis. PCs have been going to implode for years while NVDA has figured out how to thrive. PC sound really positive, just like every other one of NVDA's businesses.
    May 14, 2014. 11:13 AM | Likes Like |Link to Comment
  • Why Nvidia's Partnership With VMware Is A Big Deal [View article]
    I vouch for Peddie as well, have known him for 20+ years and know him to be knowledgeable and insightful. If he says it's a big deal, it is. Just a question of when the full potential is realized for NVDA shareholders.
    Apr 2, 2014. 10:46 AM | 2 Likes Like |Link to Comment