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nVidia Conference Call Today

ScrewFace

Banned
Sep 21, 2002
3,812
0
0
I watched the video of the presentation of the GeForce FX and was uninspired but this Conference call'll be definately most interesting!
;)
 

Leon

Platinum Member
Nov 14, 1999
2,215
4
81
They did well (earning 30cents/share or 50 million). Most of it from Microsoft settlement, but money is money.
Increase cash over 100 millions vs last Q, and have total reserves of 1.028 billion.

I guess rumors of Nvidia death were greatly exaggarated :D

NVNEWS have the conference notes.
 

Novgrod

Golden Member
Mar 3, 2001
1,142
0
0
I'm amazed they can make money in this market, settlement or no.

Given that Nvidia has

a) a giant war chest ($$)

b) some serious development talent

c) the ability to make money,

I'm more worried for the future of ATI (seriously!) than Nvidia. Ah well as long as there are 2+ players in the market I'm happy.
 

apoppin

Lifer
Mar 9, 2000
34,890
1
0
alienbabeltech.com
Originally posted by: Leon
They did well (earning 30cents/share or 50 million). Most of it from Microsoft settlement, but money is money.
Increase cash over 100 millions vs last Q, and have total reserves of 1.028 billion.

I guess rumors of Nvidia death were greatly exaggarated :D

NVNEWS have the conference notes.
Don't forget the most important part:

Delighted with the performance of the GeForce FX with "first generation" drivers and to expect continued driver updates. Huang mentions the increased complexity of driver development due to the GeForce FX architecture in the Q&A session.
Expects 1.5 million GeForce FX GPU's to be shipped during the 1st quarter of this year.
 

Leon

Platinum Member
Nov 14, 1999
2,215
4
81
He didn't say which GFX version - clearly it's not Ultra, so it must be value NV31/NV34 cards.