NVidia stock down 17%

[thilanliyan]

http://www.thestreet.com/s/nvi...&cm_cat=FREE&cm_ite=NA

From the article, has anyone else heard of problems with some of their notebook GPUs?? First time I heard that. I'm in the market for a laptop and would like to avoid those GPUs if possible.

Oh and yay to competition since that's one of the reasons cited for lower income.

 

[daveybrat]

Originally posted by: thilan29
http://www.thestreet.com/s/nvi...&cm_cat=FREE&cm_ite=NA

From the article, has anyone else heard of problems with some of their notebook GPUs?? First time I heard that. I'm in the market for a laptop and would like to avoid those GPUs if possible.

Oh and yay to competition since that's one of the reasons cited for lower income.

Haven't heard anything bad about their notebook gpu's. But the new AMD puma motherboards with integrated HD3200 graphics sound like a winner to me.

 

[geoffry]

Ya, so much for that "can of whoop ass"...

As a trader, when a company has such cocky and confident language and then lowers guidance by a country mile they lose all credibility in my mind.

Just like Bear Stearns saying they are worth $85 on Friday and then selling for $2 on Sunday.

 

[geoffry]

And ya, I hadn't heard of any notebook GPU problems until this press release either.

And I agree, the AMD integrated graphics solutions for notebooks and desktops right now are looking very good in my opinion.

 

[thilanliyan]

Originally posted by: daveybrat
Haven't heard anything bad about their notebook gpu's. But the new AMD puma motherboards with integrated HD3200 graphics sound like a winner to me.

It's damned hard to find notebooks with ATI graphics I've found. Most HP ones come with NV, Dell, Lenovo, and Apple are similar. Which companies produce laptops with ATI GPUs?

 

[mwmorph]

My friend has had 2 Dells with 7600GT Go I believe die on him. He got the second one on a warranty RMA and now it is displaying odd looking bars and colors in 2D.

 

[ronnn]

Well we knew this was coming as the Jenson rant admitted as much. In all fairness the global economy is melting along with the polar caps and Nvidia is likely doing better than most.

 

[Skunkwourk]

well it was about time for the naysayers of AMD's acquisition of ATI to switch sides.

 

[TonyB]

and AMD stock down 30%, and your point is?



obviously you have no idea about stocks since you havn't noticed this last couple weeks has seen record drops for the entire market.

 

[geoffry]

Originally posted by: TonyB
and AMD stock down 30%, and your point is?



obviously you have no idea about stocks since you havn't noticed this last couple weeks has seen record drops for the entire market.

He means gapping down. Its gonna open down about 22% tomorrow.

And the naz is down about 22% from the 52 week high, NVDA at 14 is down about 63% from its 52 week high around 38, that is some SERIOUS under performance.


And ya, AMD has done very badly since Core 2 Duo came out and then the ATYT acquisition added more problems and a boatload of debt, its stock performance since C2D release has been horrific.

 

[Viditor]

Originally posted by: thilan29

Originally posted by: daveybrat
Haven't heard anything bad about their notebook gpu's. But the new AMD puma motherboards with integrated HD3200 graphics sound like a winner to me.

It's damned hard to find notebooks with ATI graphics I've found. Most HP ones come with NV, Dell, Lenovo, and Apple are similar. Which companies produce laptops with ATI GPUs?

Strangely, the lower cost notebooks, like the HP Pavilion dv5z (starting at $700).

 

[Skunkwourk]

Originally posted by: TonyB
and AMD stock down 30%, and your point is?



obviously you have no idea about stocks since you havn't noticed this last couple weeks has seen record drops for the entire market.

Sorry my post wasn't sarcastic enough but that wasn't meant to be a serious statement.

EDIT: I meant to comment on how quickly some people were to claim Nvidia dominance and the end of AMD/ATI after the merger, Nvidia has problems of its own, but people are always eager to scream "epic fail"

 

[geoffry]

Originally posted by: Viditor

Originally posted by: thilan29

Originally posted by: daveybrat
Haven't heard anything bad about their notebook gpu's. But the new AMD puma motherboards with integrated HD3200 graphics sound like a winner to me.

It's damned hard to find notebooks with ATI graphics I've found. Most HP ones come with NV, Dell, Lenovo, and Apple are similar. Which companies produce laptops with ATI GPUs?

Strangely, the lower cost notebooks, like the HP Pavilion dv5z (starting at $700).

Ya, with OEMs focusing on CPU power it seems the more expensive ones get the C2D and intel integrated and the cheaper ones get the more rounded AMD solution.

But then you add a bit more to the more expensive ones and get discrete anyways so...

 

[postmortemIA]

Nice, although biased anti-nvidia article about this on the Inquirer

 

[geoffry]

Originally posted by: postmortemIA
Nice, although biased anti-nvidia article about this on the Inquirer

Lol, ya thats a tad anti-Nvidia.

I have nothing against NVDA, its just that this cycle they seemed to put more attention into GPGPU / CUDA than making a gaming monster. The card is still a beast but I imagine it could have been better if they focused on gaming more.

Who knows, CUDA might get picked up fast for non gaming apps(although today pat gelsinger from Intel had nothing but bad things to say about it...try to act surprised on that one, lol) and things will pick up for them, we shall see.

 

[Jessica69]

While the INQ articles are quite biased against nVidia, if even half of what's been written by the INQ in their articles, nVidia is in serious financial trouble, and that was even before the ATi 4800 series launch.

Add the unexpected quality of ATi's new cards, nVidia has to be squirming, to say the least.

 

[Dadofamunky]

Originally posted by: thilan29

Originally posted by: daveybrat
Haven't heard anything bad about their notebook gpu's. But the new AMD puma motherboards with integrated HD3200 graphics sound like a winner to me.

It's damned hard to find notebooks with ATI graphics I've found. Most HP ones come with NV, Dell, Lenovo, and Apple are similar. Which companies produce laptops with ATI GPUs?

My Lenovo T60 has one (pig-slow laptop that it is, takes ten minutes to finish booting)

 

[Toonces]

Originally posted by: thilan29

Originally posted by: daveybrat
Haven't heard anything bad about their notebook gpu's. But the new AMD puma motherboards with integrated HD3200 graphics sound like a winner to me.

It's damned hard to find notebooks with ATI graphics I've found. Most HP ones come with NV, Dell, Lenovo, and Apple are similar. Which companies produce laptops with ATI GPUs?

Most of the leaked info about the upcoming Montevina refresh has a shift from NV to AMD for discreet graphics cards in their notebooks.

Last gen the top performing AMD part was the mobile 2900XT available in HP's 20" HDX, the 2900 pro was available in a few 17" HP models and that was about it. NV had 8700M-GT and the 8800M-GTS/GTX to outperform those two cards and they were widely available. Not to mention SLI as well.

Now, AMD has released the 3000-series of cards to coincide with the Puma launch and things look promising. On the low end, Hybrid Crossfire will combine integrated 3200 graphics with a 3450-series GPU for a nice performance boost for the low-end (on the order of 50% it's rumoured). The 3650 is shaping up to be a good performer in the mid range as are the 3850/3870 who should equal their NV counterparts on the top end it seems. Oh, and AMD is also introducing the 3850X2 which will have two 3850s crossfired to challenge NV's notebook SLI.

It looks like the following vendors using AMD-based cards for their Motevina models:
ASUS
Dell
HP
Sony
Toshiba
So basically all the major vendors are going to be offering Mobility Radeons in the future, both Puma and Montevina varieties.

As NV grew overconfident in the notebook market (surprised?) their 9-series were just die shrunk and renamed 8-series:
8400M-GS/9300M-GS
8600M-GT/9500M-GS
8700M-GT/9650M-GS
They offer no performance increases over their 8-series counterparts and brought nothing notable to the market, other than confusion it seems.

NV is releasing their 'actual' 9-series cards soon (9600M-GT, 9700M-GT/GTS, 9800M-GT/GTS/GTX) which have the 9600M-GT, 9700M-GTS, 9800M-GTS/GTX being G94-based except the 9700M-GT which remains only a die-shrunk G96 like the 9300M-GS, 9500M-GS, 9650M-GS, offering 8-series performance. Oh yeah, and rumors have it that the 9800M-GT being a G94b on 55nm too. Confused yet?

It's shaping up to be an interesting summer in the world of notebook graphics.

 

[chewietobbacca]

Add in the fact that ATI looks like they'll be winning a lot of OEM contracts this summer for back to school with the 4850 and 4870 being the type of price and type of cards OEMs will go for, especially given the performance, and ATI looks like it will have a solid going for the summer.

Of course, AMD's CPUs are another story...

 

[Nemesis 1]

Originally posted by: Viditor

Originally posted by: thilan29

Originally posted by: daveybrat
Haven't heard anything bad about their notebook gpu's. But the new AMD puma motherboards with integrated HD3200 graphics sound like a winner to me.

It's damned hard to find notebooks with ATI graphics I've found. Most HP ones come with NV, Dell, Lenovo, and Apple are similar. Which companies produce laptops with ATI GPUs?

Strangely, the lower cost notebooks, like the HP Pavilion dv5z (starting at $700).

Viditor I know your an investor . I hope you followed the advice I gave a while back and Shorted NV. I did and its great . This thing is tanking faster than AMD did and again I hit it right on the money . Stock was way over priced.

 

[thilanliyan]

Originally posted by: toonces
So basically all the major vendors are going to be offering Mobility Radeons in the future, both Puma and Montevina varieties.

Do you know when these models are going to come out?

EDIT: NM, delayed until July-August http://www.edn.com/article/CA6564602.html

 

[Toonces]

Originally posted by: thilan29

Originally posted by: toonces
So basically all the major vendors are going to be offering Mobility Radeons in the future, both Puma and Montevina varieties.

Do you know when these models are going to come out?

EDIT: NM, delayed until July-August http://www.edn.com/article/CA6564602.html

Yeah, Montevina was delayed due to some issues with FCC licensing of Intel's wireless-n cards apparently.
Should be around July 14th-16th for the new Montevina models to start showing up on the web.

You can already buy Puma in the form of an HP tx2500z. Most reports have it doing pretty decently for gaming on an IGP, especially for a 12.1" tablet.

Edit: Ah! looks like the Puma 6735b and 6535b are available now as well.

 

[BenSkywalker]

While the INQ articles are quite biased against nVidia, if even half of what's been written by the INQ in their articles, nVidia is in serious financial trouble, and that was even before the ATi 4800 series launch.

If every single word the Inquirer wrote was accurate nV would be, overall, in stellar financial shape and able easily weather every single thing they have managed to dream up going wrong.

Put another way, nVidia with this big stock plunge is valued at a bit under three times that of AMD(market cap wise) and may actually have enough cash to purchase the entire company outright. It has a P/E significantly better then the S&P 500 average(can't compare to AMD since they don't ever make money). To give you an idea of how serious the reported number are-

NVDA 18.03, -0.72, -3.8%) reported earnings of $257 million, or 42 cents a share, compared to earnings of $163.5 million, or 27 cents a share, for the same period last year. On a non-GAAP basis, the company said earnings would have come in at $292.6 million, or 49 cents a share. Revenue rose 37% to $1.2 billion. Analysts were expecting earnings of 47 cents a share on revenue of $1.19 billion, according to consensus forecasts from Thomson Financial.

A quarter where they do as horribly as the Inq implies they are going to doesn't quite mean nV is going to have to close up shop, it simply wipes out one other quarter of profits. Compared to AMD, well, we can't because AMD hasn't turned a penny profit in many years. Not trying to champion one or the other, but people could read this and take it as some sort of financial advice. Yes, when nV had a market cap of $30Billion they were heavily overvalued, if they are at $10Billion or not I'm not sure, really depends largely on what kind of impact Tesla has long term(which is looking far more attractive then the quaint GPU market by comparison ).

 

[ViRGE]

And it opened down 30%. Wow, just wow.:Q

 

[SniperWulf]

I bet the guys at Intel are giggling their ass off right about now LOL