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texasredraider

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  • Nvidia And AMD: Higher Resolutions Could Trigger Higher Revenues [View article]
    And what do you have to say now?

    I don't want to limit my focus to Audi with respect to autos, and it's a mistake on your part to do so as well. Volkswagen is the largest car company in the world, and all of it's cars and trucks are using Nvidia's K1, whether it's a VW, Audi, or Porsche. Tesla is using Nvidia. Your argument with respect to Apple being a chip and software supplier and therefore will win out (which is the inference you're making) is like saying that b/c you supply both they are of equal value or performance. Android software with a superior mobile chip in Nvidia isn't just a good second-option for carmakers. Nvidia is much more focused, smaller & nimbler with respect to what they are offering. Apple is a great company. I've done quite well as have other stock owners, with AAPL. It can't be all things to all people & markets. When it comes to carmakers, Nvidia...not Apple, and not Qualcomm, has frontrunner status. Based on Nvidia's forecast last week, the momentum in the car market is only accelerating.

    Google's Project Tango has enormous potential that many just aren't seeing at the moment. Interesting I think that LG plans to introduce a consumer version in 2015.

    Telsa numbers are up, I believe, something like 200% and they are running 15 of the fastest supercomputers in the world. CUDA & GRID give Tesla and the datacenter market a good deal of reason for further market penetration.

    My point has always been this, Nvidia knows what it does best. They are finally extremely focused across all their product markets and I think that, in part, the lower costs generated by utilization of one architecture helps to bare this fact out. Nvidia makes the best graphic chips in the world and they are focused on the high-end, specialized end-user. Nvidia isn't about grabbing market share at the expense of margins, though admittedly the mobile market doesn't carry the same margins has the PC units. The Tegra K1, and subsequent architectures will continue to be the highest-performing, graphic-intensive chips available, with battery life/power usage innovation continuing to be an integral part of their overall mobile innovation.

    Quadro is a great example of specialized chips enabling great strides in target markets such as energy, manufacturing, etc.

    Tesla, which I've already mentioned, is proof positive the GPU has enormous advantages & is here to stay.

    Lastly, the Shield should be viewed as an extension of the PC/Laptop gamer, who can now walk out of the house and NOT only stream movies from Netflix, shows, and Android-based games to the Shield remotely, but PC games as well...like Assassin's Creed. So yeah, I think a lot of PC gamers, who btw make up approx. 60%+ of the gaming market, will see an advantage to being in Starbuck's and playing their PC games, like Assassin's Creed, on the new Shield. I know I am. And the fact that I only have to wait another two weeks for the 32 GB WiFi & 4G LTE version means a lot of gamers will be pretty pleased very, very soon (model that for the next quarter and beyond...when I doubt few street analysts even considered it)

    As I've stated before, Nvidia's headed in the right direction. They are extremely focused going forward. I believe they are creating an ecosystem for their products & have a good idea of where specific markets are headed. AMD, on the other hand, continues to stumble. AMD definitely isn't take share away from Nvidia with their PC graphic chips...this latest quarter and each company's forecast is evidence of that.
    Aug 11, 2014. 02:24 PM | Likes Like |Link to Comment
  • The U.S. Shale Oil Miracle Disappears [View article]
    There are ton of examples where horizontal drilling with fracking is wildly profitable. The Permian Basin...delaware basin, spraberry, etc. The Bakken. The Ealge Ford. Checkout companies like Diamondback, Carrizo, Concho, Matador, Cimarex, Anadarko, Whiting, Continental Resources, etc. You simply do not know what you're talking about, & your agenda is obvious. I work in the oil & gas industry. I know.
    Jul 27, 2014. 09:52 AM | 2 Likes Like |Link to Comment
  • Nvidia launches Shield tablet, misses out on Xiaomi's Mi4 [View news story]
    The news on Xiaomi is OLD news. Tegra K1 landed the tablet. Damn, you guys either need to stop being so openly bias if you want to be a legit source of investment news, or just admit you're like MSNBC or FOXnews....ridiculous.

    And btw, you're thesis regarding the new Shield misses the boat entirely. I wish I could get the 3 minutes back it took to read and respond.
    Jul 22, 2014. 04:10 PM | 1 Like Like |Link to Comment
  • Diamondback Energy to acquire additional acreage in Midland basin for $538M [View news story]
    Hate the dilution in the s/t. But, I know this management team knows what they are doing. This deal would be accretive in the closing quarter if they could horizontally drill & frac that fast. Going with the Midland minds on this one.
    Jul 21, 2014. 08:41 AM | 1 Like Like |Link to Comment
  • Nvidia reportedly prepping new gaming device [View news story]
    LOL. Blah...blah...blah...The answer to your question is "nowhere!" Nvidia isn't interested in being in low cost, low margin products. They are, and have been for a little over a year now, finally focused across all segments with a unified corporate mission...to be the best, specialized graphics-intensive chipmaker for high-end products and yes, like I said, higher profit margins. Think I'm wrong, nevermind they've already proved it by walking away from Xbox and Playstation...Nvidia instead is focused on the 60% of all gamers that play on PCs...Nvidia GRID...IBM-partnership and others with Tesla...and in mobile, you'll have products like the soon to be released/revealed Google Project Tango specialized tablet for targeted-markets run on Tegra's K1. I could got on about the $2 billion dollar backlog with the largest automobile company in the world, Volkswagen (who also make Audi and Porsche), as well as Tesla's electric cars...AMD is a nowhere company with nowhere vision. Let them scratch for what market share they can muster against Intel to sell thousands of chips for low profit margin products that are constantly being squeezed by the big boys in order to secure entry into the next console...the next low price tablet.
    Jul 14, 2014. 08:36 PM | 1 Like Like |Link to Comment
  • Nvidia And AMD: Higher Resolutions Could Trigger Higher Revenues [View article]
    You should know that Nvidia's Tegra revenues were down substantially last year, as shown in the 10-K) b/c they withheld the release of the Tegra 4 for a couple of quarters so that it could be coordinated with the LTE version. Anyway, it's all about the Tegra K1 and subsequent Maxwell versions a little down the road. Nvidia is so much more than a graphics chip company for PCs. One need only look at their $2 billion (and growing) backlog in autos (Volkswagen, Audi, Porsche, Tesla), Google's specialized Project Tango tablet soon to be released with the Tegra K1, Tesla and joint projects with IBM and AMCC, Quadro, Nvidia GRID adoption, CUDA, Android gaming, set-top boxes, the new Shield rumored to be a tablet, that allows the PC gamer to disconnect from his parent's basement and play PC games remotely...all kinds of possibilities with streaming, etc. Say what you will about CEO Huang & prior missteps, but Nvidia is laser-focused to serve the high-end sectors of the market for PC graphics (which is why they gladly gave AMD the Playstation and Xbox) Afterall, 60% of gamers play on PCs and this number is growing. Nvidia owns this market. And now Nvidia is taking the same approach with tablets & smartphones. Maybe opening their technology to licensing will get them some revenue down the road on the Apple iPhone or Samsung's Galaxy, but neither behemoth was ever going to give up manufacturing their own inferior chips to improve user experience at the expense of profit margins by using Nvidia. And Nvidia has, much like they did with AMD, ceded the lower-end to QCOM as far as tablets and smartphones are concerned. But as we soon shall see, beginning with the Tegra K1, those seeking high-end performance from their tablets and smartphones for specific applications will turn to Nvidia. Of course, I don't expect the author to agree with me. His comments in the Seeking Alpha report out yesterday after the close, where the IDC was now projecting PC sales to be flat instead of down 7%, were all INTC and AMD-centric. He can stick with his AMD shares. I'll stick with Nvidia...and over the next 12, 24, & 36 months, I'm confident NVDA will be the outperforming semiconductor stock.
    Jul 10, 2014. 11:22 AM | 1 Like Like |Link to Comment
  • PC declines narrow (if not evaporate) in Q2 [View news story]
    Case in point...Jobs was in a similar position a few decades ago. He eventually got it. So has Huang.
    Jul 10, 2014. 08:54 AM | Likes Like |Link to Comment
  • PC declines narrow (if not evaporate) in Q2 [View news story]
    There's one company who has successfully built a complete ecosystem for which it's products will serve the high-end, high-margin segments. That company is Nvidia. All of those who still cling to the Intel's and lowly AMDs of the world will see green...the green glow of Nvidia's growing dominance in PCs (GeForce), Servers (Tesla), Autos & yes high-end tablets & smartphones (Tegra K1). For those who doubt the latter, I give you Volkswagen (the largest carmaker in the world), Tesla; you'll need only wait for Google & Nvidia's Project Tango to be released. The disruptive, differentiation starts with Tegra K1. CEO Jen-Hsun Huang has navigated these markets with great stealth while the naysayers & competitors dismissed his company. And I haven't even touched the growing acceptance of Nvidia's GRID for the cloud, QUADRO's impact on design & applications for energy growth, health sciences, super-computing.

    You can't be all things to all people. But you can be the absolute best at what you do, commanding the high-end of specialized markets with the highest profit margins. A rising tide may lift all boats. I'm just glad I'm invested in the tide...Nvidia (NVDA)

    There are a plethora of skeptics now. There won't be in a few years.
    Jul 9, 2014. 07:04 PM | Likes Like |Link to Comment
  • Nvidia -1.7% on BofA/Merrill downgrade [View news story]
    Adam Gonzalez about to have major pie on his face. Project Tango. Said nothing of auto biz. GRID. Street needs to stop focusing on PC declines, where NVDA has weathered just fine b/c they focus on the high-end gaming graphic chips...not to mention TESLA and the use of NVDAs chips to help find drilling prospects in our energy renaissance.
    Jun 19, 2014. 09:47 AM | 1 Like Like |Link to Comment
  • SanDisk buys Fusion-io for $1.1B [View news story]
    I'd hold it. Sandisk is a well run company with great scale. Of course, there's always a chance a competitor who doesn't want Fusion in Sandisk's hands will come in with a higher bid. Hold for now definitely.
    Jun 16, 2014. 01:24 PM | Likes Like |Link to Comment
  • The U.S. Shale Oil Miracle Disappears [View article]
    Personally, I believe about 0% of what was just released concerning OXY's potential in the Monterey Shelf. I firmly believe there is a ton of politics involved here, and the fact that it can be propagated so effectively is the fact the state (California) and Federal (White House) want this information to be so. That way, they don't have to deal with reasonable Californians, who are fed up with high unemployment, skyrocketing taxation, stratospheric debt, much less the rest of America. The reality is there are jobs to be had in this country. We can be energy self-sufficient. It's ridiculous that we are sending billions everyday to our enemies, enriching their war chests. That Obama would tell our brothers to the North, like Johnny Depp in Donnie Brasco "Hey, forget about it!" when it comes to completing the Keystone XL pipeline. Obama is, in effect, hey Canada...send all that oil & nat gas to China & Russia. This Administration is a propaganda machine, full of lies, half-truths, and supported by an ignorant media that no longer does its job. One of these days, hopefully before Cali falls into the Pacific, Oxy will actually GET THE PERMITS to drill these wells and prove all this BS to be exactly that...BS. And, hopefully, the midterm elections will strip the guy in the White House from eroding this country's strength, liberties, & impeding its progress. By 2016, we should have a real President that will support the energy renaissance going on in this country. More jobs will be created. More taxes, at a reasonable rate, will be collected b/c more revenue will be created...the deficit will shrink. And, perhaps we can move back towards a democracy, founded on an amazing constitution, and not this socialist, scandal-ridden, freedom-snatching regime we a currently are enduring. My point is this, and please forgive my Dennis Miller-lie rant, the oil is there. OXY can get it out. And, I'll be first in line to take that spin-off of shares in the California asset-based company. Until then ladies & gents...until then.
    May 25, 2014. 10:08 AM | 13 Likes Like |Link to Comment
  • Gilead lower on Sovaldi scripts data, pricing worries [View news story]
    You couldn't be more correct!! Of all the boards I follow related to my portfolio stocks, this is by far the most informed, intellectual, and logical in terms of posters and their comments.
    May 23, 2014. 12:52 PM | 4 Likes Like |Link to Comment
  • Splunk outperforms on JMP note; VMware takes fresh aim [View news story]
    Not the least bit concerned by VMware or Sumo. Splunk will remain the undisputed leader and their lead will just continue to grow. I love it when old tech, comes after the new disruptive technology on the block and they fail miserably. History is littered with examples.
    May 20, 2014. 04:10 PM | 1 Like Like |Link to Comment
  • Tableau & Splunk: Do Price Pullbacks Represent Good Entry Points? [View article]
    I love how you morons come out when stocks are in a widespread, macro downturn having literally nothing to do with the individual underlying securities. If you had half a brain, you'd be out shorting Herbalife. My hope is that you had a hug short position going into DATA's earnings this afternoon and will be scrambling to cover tomorrow. The myth is to pretend like you're the one successful shorter who pegged the top in AMZN, NFLX, DATA, SPLK, TSLA etc. And of course you covered right before there was a massive rallying due to underlying fundamentals, like we are and will see tomorrow in DATA. (by the way, just b/c I named TSLA & NFLX in the same sentence as DATA and SPLK does NOT mean I feel the same way about each. I wouldn't buy TSLA with your money...and I don't like much of the content of NFLX.) But Tableau and Splunk are and will continue to be big winners...they do have disruptive technology, just like you'll have a few big winners in the 3D printing space.
    May 6, 2014. 12:53 AM | Likes Like |Link to Comment
  • Nvidia: Tegra's Fate May Lie In Android Game Consoles [View article]
    Failed to mention Tegra's inroads with Volkswagen, the largest automotive carmaker in the world. No doubt gaming will see some meaningful, lasting traction for Tegra...and I believe K1 will get some design wins in tablets and cells...it's just going to take a little more time, as there are lead times and specs involved which Qualcomm has been able to manipulate due to a lack or real need or focus on graphics with phone and tablet devices. This will change. Tegra will only get better. And, I ultimately believe will be a huge winner, especially as Nvidia answers power, heat, and size questions for the K1, etc. That said, a lot of exciting devices coming out for gamers. And I as far as Nvidia's Tegra is concerned, things are weighted to the positive in terms of surprises rather than the negative. Oh, one last thing, Microsoft Surface has finally gained some traction in the market place, and it will always have at least the high-end version with an Nvidia Tegra inside.
    Apr 28, 2014. 08:32 AM | Likes Like |Link to Comment
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