nVidia is in trouble

U

unleashed

Limp Gawd
Joined
May 9, 2007
Messages
323
"Following the announcement, shares of Nvidia slid more than 22% to $14.05 in recent after-hours trading - their lowest level since July 2006.

The company blamed the worse-than-expected results on weak global demand, and delays in ramping its new integrated graphics chip.
Nvidia also cited price adjustments to its new line up of chips, due to competition from Advanced Micro Devices' ATI graphics group, which recently announced its own new product."

http://www.thestreet.com/_yahoo/new...ml?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
 
they just have to REALLY cut the prices of their GTX200 series and they´ll be fine ;)
 
and i thought theyve took a very good advantage from all the sales from the 8 series. Im even surprised that news like this has ever come up. Jeez im sure with all the money theyve got it sounds worse than it actually is. :D
 
They are not in huge trouble (long term, at least). However, they got caught overestimating themselves and underestimating ATI and the market.
 
Ati got anal raped last round and couldn't produce a card to beat Nvidia's 8800GTX for 2 years and they didn't die, so why the fuck would Nvidia be in trouble for underestimating Ati this round.
 
Nvidia has survived much worse. Has everybody already forgotten the 5800s?

Sudden reversals are the nature of the business. Hell, this isn't even a full reversal, because Nvidia still owns the most powerful part on the market.

That said: yay 4870! This card is frigging sexy even with the currently halfassed drivers. I have a feeling its going to tweak EXTREMELY well once the community has played with it for a bit.
 
AMD still has their own issues with their CPU's. They might as well soak up the 4xxx series because those CPU's blow.
 
You should really read the article. The reason this thing took a slide is not because it's underpreforming. They're having to pay 200M for warrenties on some packaging defect.
 
if they can survive with the FX series they can survive just fine with the 200 series
 
I have not doubt that NVIDIA graphic card products will bounce back.

Most would agree that one of the main key feature of NVIDIA motherboard is SLI.
If their video cards are not popular then their motherboard support may fall as well.
AFIAK, NVIDIA has still no license for making motherboard supporting Nehalem.
I would consider this a long term issue.
 
People should stop posting these doom n gloom threads. At the least, come up with an appropriate title. This is like saying Intel is in trouble because they lost a sliver of market-share (only in last half of this last quarter) and AMD gained a sliver (overall in this last quarter). AMD's still "in trouble" regardless of the 48x00 series. Nothing real has changed, nothing is new. The only new thing is the 48x00 series rocks some socks bringing on some competition after nearly two years.

The old news is that Nvidia is doing fine and will step up their efforts while Intel will in all likely hood continue to beat AMD into the mud when the 'halem comes out. 48x00 is only thing that's really "changed" between these 3 companies. Nvidia made their goal for the GT200 series, ATi/AMD just overshot that goal, mainly in price/performance.
 
They'll be fine

But this is why you don't invest in the high tech industry ;)
 
ZerazaX said:
They'll be fine

But this is why you don't invest in the high tech industry ;)
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True dat lol. Of course if one was lucky enough to get in on the Microsoft boom, to the powerhouse they are today (same goes for Google - stocks are still crazy high), then it could be said as a good thing :). Of course MS is pretty stable, but not super high stocks like Google and why the hell are these forums so slow today...?

Do I need to click some more ads Kyle, hmmm? :p MOE POWA
 
Miscommunication said:
People should stop posting these doom n gloom threads. At the least, come up with an appropriate title.
Click to expand...
What's wrong with the title?
The Nvidia's stock is tanking right now. On some very problematic news.
The Gloom-n-Doom title would be "nVidia's out of business soon", not the present one.
 
ZerazaX said:
They'll be fine

But this is why you don't invest in the high tech industry ;)
Click to expand...

Are you kidding me, i have made a bundle on Nividia these past years, i sold all but one share when it hit 26 and change, I will be buying a ton of it if it hits 12, it may drop all teh way to 7 or 8 but it will be near 30 again by year end.

You will have an election ( does not matter who wins), congress will do whatever is necessary to buy votes, gas will be cheaper due to lower demand, captial markets will have settled down, houseing will begin to inch up and in the case of Nvidia the die shrink should do the rest....... I am betting it hits say 26 a share by Nov
 
unleashed said:
What's wrong with the title?
The Nvidia's stock is tanking right now. On some very problematic news.
The Gloom-n-Doom title would be "nVidia's out of business soon", not the present one.
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the value of the company has been reduced but it still has teh same amount of cash . The title should say Some Nvidia management may be in trouble. The company is far from in trouble
 
jacuzz1 said:
the value of the company has been reduced but it still has teh same amount of cash . The title should say Some Nvidia management may be in trouble. The company is far from in trouble
Click to expand...
The company belongs to the shareholders.
The value of the company's stock being an ultimate indicator.
 
Yeah I could hear Charlie's gloating all the way over the internet, too bad ATI is tied to a boat anchor named AMD. If Intel manages to keep up the pressure AMD is going to suck out whatever profits ATI generates to keep itself above the waterline.
And one dip in the market price doesn't sink a company, the sneers and gloating from the ATI fanbois is a bit premature, the real enemy of ATI is Intel because of being joined at the hip to AMD. If Uncle Heckler, I mean Hector doesn't get his act together the next torpedo will be hitting the DAMMIT ship instead.

AMD/ATI is lucky it doesn't have Carl Icahn on it's board of directors.
 
ATI managed to survive the absolute abortion that was the 2900 series as well as the concurrent near-bankruptcy of their parent company AMD due to their failure to bring out the Phenom on time and its subsequent issues. Considering nVidia has a market cap that is greater than AMD/ATI's and their current high-end card is actually faster than ATI's, it would be foolish to even think that this could cause them to go under. They have plenty of other revenue sources along with cash in the bank to keep them going until the next generation of cards.
 
ZerazaX said:
Current high end card. Not plural :( And if they're not selling enough of them, it won't matter.
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Good point, fixed :). But still, regardless of their margins with the GTX200 cards, they still have a ton of other products. It's a well-known fact that lower-end cards sell much more than high-end cards, and nVidia is still competitive in that sector so they'll have plenty of resources to keep going until the next gen. Their situation is a far cry from how things were for them during the FX fiasco or how ATI was doing after they first introduced R600.
 
tisb0b said:
Ati got anal raped last round and couldn't produce a card to beat Nvidia's 8800GTX for 2 years and they didn't die, so why the fuck would Nvidia be in trouble for underestimating Ati this round.
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Don't think top of the line cards are nvidia problem right now. Before the 48xx Nvidia dominated the low end (8600gt), the middle (8800gt), and the mid upper (8800gts (g80 and g92) segments of the gpu market. In first few months of 2008 nv introduced gap fillers 9600gt and 8800/9600gso designed to fill in segments of the market under the 8800gt. So
before this rollout of the 48xx series by ati nvidia was pretty much dominating the whole gpu market. But now Ati pulled an "nvidia" on nvidia with 48xx taking the mid to mid upper end parts of the market. Since I'm assuming that 4870x2 will dominate the gtx280 as well I guess ati will just completely dominate the market this time. Altough some of those 8800gt / gts deals are really hard to pass by on right now.


from the article
Nvidia also disclosed Wednesday that certain of its graphics processors designed for notebook PCs were failing at higher-than-normal rates due to what it described as "weak die/packaging materials."

As a result, Nvidia will take a charge between $150 million and $200 million to cover anticipated customer warranty, repair and replacement costs.
Click to expand...
is that their scapegoat for lower yields on the gtx200 dies?
 
Good grief, I am so sick of all these fud posts. :rolleyes: Yes the market is in a slump, the economy is in a slump, unemployment is up, gas prices are up, food prices are up.
The PC endmarket ( parts etc) is down because people just are not buying as much. This is to be expected. nVidia is nowhere near being in trouble.
 
These threads are hilarious!
NVIDIA is not in trouble. They are just forecasting lower revenue from over 1 billion (1.15) to something around 900 million dollars. Most companies would like to be in that kind of trouble, because it means they would be still profiting big time...
 
unleashed said:
"Following the announcement, shares of Nvidia slid more than 22% to $14.05 in recent after-hours trading - their lowest level since July 2006.

The company blamed the worse-than-expected results on weak global demand, and delays in ramping its new integrated graphics chip.
Nvidia also cited price adjustments to its new line up of chips, due to competition from Advanced Micro Devices' ATI graphics group, which recently announced its own new product."

http://www.thestreet.com/_yahoo/new...ml?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
Click to expand...

glad u posted this and not me... i would have 20 people saying i was baiting nvidia loyalists
 
Zero82z said:
ATI managed to survive the absolute abortion that was the 2900 series as well as the concurrent near-bankruptcy of their parent company AMD due to their failure to bring out the Phenom on time and its subsequent issues. Considering nVidia has a market cap that is greater than AMD/ATI's and their current high-end card is actually faster than ATI's, it would be foolish to even think that this could cause them to go under. They have plenty of other revenue sources along with cash in the bank to keep them going until the next generation of cards.
Click to expand...

Yeah but the problems thats are hurting NVIDIA has nothing to do with Ati hammering them on the GPU side... the ATi problem JUST happened and will worsen

i wouldnt be so quick to say this its no big deal
 
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