NVidia stock down 17%

[Magusigne]

Originally posted by: ViRGE
And it opened down 30%. Wow, just wow.:Q

This was forseeable in many respsects though..now we just need a good batch of phenoms...rofl

It's opened at -5.11 / -28.34%

 

[postmortemIA]

It is getting worse (or better if you are on the other side) 12.72 -5.31 -29.45%.. few days ago it was ~20.

 

[Wreckage]

AMD prior to buying ATI was up around $40, now it's down to around $5 a share.

Not to mention how NVIDIA's recent 1st qtr went.
http://www.techreport.com/discussions.x/14719

 

[postmortemIA]

Originally posted by: Wreckage
AMD prior to buying ATI was up around $40, now it's down to around $5 a share.

AMD was 40? it was 20.x when they bought ATI in Oct 2006

 

[Compddd]

Lookin prettttyyyy bad for Nvidia Makes me chuckle

 

[Wreckage]

Originally posted by: postmortemIA

Originally posted by: Wreckage
AMD prior to buying ATI was up around $40, now it's down to around $5 a share.

AMD was 40? it was 20.x when they bought ATI in Oct 2006

http://finance.yahoo.com/echar...lcvalues=0;logscale=on

Look at Feb 2006.

That's a loooooong way to fall in such a short time.

 

[Viditor]

Look at Feb 2006

That's before Barcelona problems, the ATI acquisition announcement, and even before C2D performance previews...
If you compared Intel's current price ($20.xx) to their July 17 2000 price ($73.31), or Nvidia's current ($12.xx) to their Oct 19 2007 price ($37.39), it doesn't look too pretty either.

At the end of the day, using charts for companies like AMD (with such a high Beta) is very limiting in what it can achieve...

 

[Viditor]

Originally posted by: 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.

Congratulations on your investment! I only very rarely short any stock because of the unlimited loss danger. That scares the Hell out of me unless I'm on top of it every day (and being semi-retired now means I have forced myself to stop doing that).
My current upside stock is an oil shipping company called Frontline (FRO)...I sold off my holdings in GE and bought FRO almost 1 to 1 back in January. I'm quite happy with the results...

 

[n7]

Originally posted by: 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.

I posted this in the DT article comments:

A few things make more sense now.

HP has what i'd call a soft recall out on various models of their notebooks.
I don't remember all the models, but it involves the dv3000, 6000, & 9000 series, plus a few more.

There are various symptoms that quality for repair within 2 yrs. (even after the 1 yr. is expired)

But the common theme is that every one has an AMD CPU, uses an nVidia chipset, & the repair involves replacing the motherboard.
The most common issue is that the notebook will cease to POST.

I'd like to say it's uncommon, but it's not...happens a lot actually.

I suspect HP screamed pretty loudly to nVidia lately, as this has been going on for quite a while now actually.

 

[Capt Caveman]

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?

Lenovo uses AMD.

My dual-core T60 has a x1650 in it. Pretty nice for my work laptop.

 

[desolate]

Hrmm...I've been watching NVDA's stock for awhile now waiting for the right entrance...now i'll be watching it more closely I'm looking to go long term with NVDA, they'll get these problems figured out.

 

[ronnn]

Originally posted by: Wreckage

Originally posted by: postmortemIA

Originally posted by: Wreckage
AMD prior to buying ATI was up around $40, now it's down to around $5 a share.

AMD was 40? it was 20.x when they bought ATI in Oct 2006

http://finance.yahoo.com/echar...lcvalues=0;logscale=on

Look at Feb 2006.

That's a loooooong way to fall in such a short time.

So is the important thing that nvidia crashes slower than amd? Or are you guys saying nvidia is the next amd - casualty in the war being waged by intel?

 

[n7]

Okay, here's the link to HP that lists which models can be affected.
http://h10025.www1.hp.com/ewfr...cname=c01087277&dlc=en

Where i work, I've seen many come through that are dead, or dying, all w/ AMD CPU + nVidia chipset.

I would bet very good money these HPs are the $200M issue nVidia is dealing with based on how many i see fail in terms of good/bad ratio.