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Anyone here own NVDA stock?
- Thread starter glen
- Start date
1: The new NV30 chip is rumored to be delayed until December. The chip needs to be built on a 0.13 micron process and TSMC is having problems with building the chip.
2: The XBOX is not selling well and forecasts have been cut.
3: PC sales have not materialized the way people have predicted.
4: Nforce not selling well and will not support P4 because NVDA can't get a license from Intel.
2: The XBOX is not selling well and forecasts have been cut.
3: PC sales have not materialized the way people have predicted.
4: Nforce not selling well and will not support P4 because NVDA can't get a license from Intel.
You sure?
Sounds like it does at 1600 x 12000.
But, few people play at that resolution.
At 1024 x 768 it is not much better than NVdia's current product.
So, who is going to pay top dollar for an ATI card that will be smoked by the next NVdia card to come out a month or so later?
http://www.overclockers.com/tips061/
Gibson486
Lifer
1. ATI hasa released a better product that will serve ATI well for the next 3-5 months.
2. timing of new generation chips are "uncertain".
3. "Morgan stanley cut its rating and estimates on the company, citing weak demand and pricing pressures."
4. A company has to loose steam at one time or another.
2. timing of new generation chips are "uncertain".
3. "Morgan stanley cut its rating and estimates on the company, citing weak demand and pricing pressures."
4. A company has to loose steam at one time or another.
NogginBoink
Diamond Member
5. The entire market is in the toilet and is taking solid companies with it.
That coupled with the uncertainty......I'm not saying that when the 9700 hits, it will be all it is cracked up to be. I am not saying that the 4600 is a piece of crap or that the NV30 will suck. I am saying that there is uncertainty in the market. That is what is driving the stocks down, lack of confidence. If you are so confident in it, buy it.....it's on sale for you. I don't think that anyone here is certain enough about the two products to make a sure bet on it, so it's not worth arguing over.
440sixpack
Senior member
I've owned NVDA since June of '99. At its peak I was sitting on a 1500% gain (now it's a mere ~220%). The current downtrend is a factor of several reasons noted above.
Analysts are now being more cautious in the comments as a result of the various scandals, so I think the recent downgrades are a bit more cautionary than in the past. NVDA has always met it's numbers and as of yet the company has not revised its own guidance.
ATI has gained back some market share recently.
Less than expected sales of the Xbox is a factor, plus the pending arbitration with Microsoft over the pricing of the Xbox chips.
The SEC investigation is finished, and actually the restated earnings were increased by a million or so dollars over the two year period. The amounts in question were relatively minor, not nearly of the magnitude of some of the other scandals.
It's not that NVDA can't get a P4 bus liscence, it's just that Intel wants too big a fee (to NVDA, anyway 😉 ) for it, something on the order of $5 per chipset I believe.
And of course, NVDA withstood most of the big declines of 2000/2001 with little effect, up until the last few months. I guess you could say they were due, that kind of performance can't be maintained forever. As someone above mentioned, this market is dragging the good companies down along with the bad, and that's my opinion as to what's happening with NVDA. I have held through it all, and will continue to hold.
Analysts are now being more cautious in the comments as a result of the various scandals, so I think the recent downgrades are a bit more cautionary than in the past. NVDA has always met it's numbers and as of yet the company has not revised its own guidance.
ATI has gained back some market share recently.
Less than expected sales of the Xbox is a factor, plus the pending arbitration with Microsoft over the pricing of the Xbox chips.
The SEC investigation is finished, and actually the restated earnings were increased by a million or so dollars over the two year period. The amounts in question were relatively minor, not nearly of the magnitude of some of the other scandals.
It's not that NVDA can't get a P4 bus liscence, it's just that Intel wants too big a fee (to NVDA, anyway 😉 ) for it, something on the order of $5 per chipset I believe.
And of course, NVDA withstood most of the big declines of 2000/2001 with little effect, up until the last few months. I guess you could say they were due, that kind of performance can't be maintained forever. As someone above mentioned, this market is dragging the good companies down along with the bad, and that's my opinion as to what's happening with NVDA. I have held through it all, and will continue to hold.
DevilsAdvocate
Banned
Could it possibly be because the stock was hideously overvalued where it was and that this is the product of a natural correction?
the second paragraph doesn't refute the statement you quoted.
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