My day at nVidia.
As a partner of [company name deleted - as it was recently formed], I attended the Analysts' Day at nVidia on June 16, 2009. Excerpts follow. ...
Posts Tagged ‘NVDA’
Five issues that will survive the semiconductor industry’s nuclear winter – Part-II.
Among the companies that we looked at in the prior article, many can be eliminated with ease. So, let's get the job done systematically. The five companies that will survive this down-turn in the semiconductor market, and thrive afterwards, have a few things in common. a. A strong balance sheet, with a large cash position [or ...
Five issues that will survive the semiconductor industry’s nuclear winter – Part-I.
Yesterday morning, Gartner and IDC had sobering news for the semiconductor business. Sales will be down anywhere from 15% to 33% from about $250 Billion in 2008, and with sales exceeding 2008 levels only in 2012 or 2013. ASP's [average selling price] for all memory makers is in the trash, and even high margin ...
The four best semiconductor stocks for 2009.
The semiconductor industry has been in the dumps for eighteen months now, with another six months to go - before exhibiting any signs of recovery. Yet, there are cash rich companies whose equities will do well through the course of 2009. ...
nVidia revisited.
A little over a month ago, I wrote that the worst was not yet behind nVidia. UBS was second in line, and they based their decision on competition and growth worries. My basis for the need to hold-off on NVDA’s stock was based on both research and intuition. For starters, they had a manufacturing issue that cost ...
nVidia. I refuse to believe that the worst is over yet.
There have been a lot of road-kills in the graphics business [Chips & Technologies, S3, Cirrus Logic, Tseng Labs come to mind], which is always cyclical, and “owned” by a player or two. For now, nVidia is one of the big two, and will continue to be – till the next major breakthrough in graphics ...