c***m
发帖数: 2630 | 1 Shall I?
GPU is the future. It will beat cpu in long run. Safe bet on nvda, I guess. |
b******r
发帖数: 16603 | 2 这个还没什么共识或者定论吧。。即使GPU不错，NVDA也不是一家独大，
还有AMD呢。
NVDA最近很弱，价位看看还是不错的。 |
e*******r
发帖数: 1433 | 3 现在graphics chip的trend变了。大家现在都想学apple赚钱，都转行搞SOC了。 |
m*****u
发帖数: 1342 | 4 Got a little at $14.56
guess.
【在 c***m 的大作中提到】
: Shall I?
: GPU is the future. It will beat cpu in long run. Safe bet on nvda, I guess.
|
n**d
发帖数: 286 | 5 GPU has no future，well，it will become CPU if it wants to be more powerful
，can NVDA win in the CPU market? I doubt it.
But it doesn't mean you can not make money from its stock... |
l******s
发帖数: 1276 | 6 I remember I bashed NVDA long time ago following your post.
The same condition applies, as long as Tegra has no major design wins, NVDA
can not go up.
GPU is a pretty mature market and margin is low. 3DTV is too far away to
contribute any meaningful cash flow. Only Tegra is the unknown for NVDA.
I'd rather wait and watch closely on Tegra sales...
guess.
【在 c***m 的大作中提到】
: Shall I?
: GPU is the future. It will beat cpu in long run. Safe bet on nvda, I guess.
|
c***m
发帖数: 2630 | 7 if I remember right, tegra chip is better than ipad had. Are u familiar
with hardware chip design technology?
NVDA
【在 l******s 的大作中提到】
: I remember I bashed NVDA long time ago following your post.
: The same condition applies, as long as Tegra has no major design wins, NVDA
: can not go up.
: GPU is a pretty mature market and margin is low. 3DTV is too far away to
: contribute any meaningful cash flow. Only Tegra is the unknown for NVDA.
: I'd rather wait and watch closely on Tegra sales...
:
: guess.
|
g*****u
发帖数: 14294 | |
s*****e
发帖数: 16824 | 9 谁买？Intel?
【在 g*****u 的大作中提到】
: NVDA最大卖点就是M&A hopeful.
|
g*****u
发帖数: 14294 | 10 The rumor has been around for some time.
【在 s*****e 的大作中提到】
: 谁买？Intel?
|
l******s
发帖数: 1276 | 11 yes, tegra is way way ahead of ipad chip (video/graphics, not the arm core,
since both of them licensed arm cortex core). actually tegra is the best AP,
much better than anyone else (including TI's famous OMAP and Marvel's). it
has super high performance and very very low power consumption.
but problem is tegra doesn't have a good software eco-system to support it.
the reason OMAP is so popular is that all embedded engineers are familer
with TI's software but no one ever heard of nvda's tegra so
【在 c***m 的大作中提到】
: if I remember right, tegra chip is better than ipad had. Are u familiar
: with hardware chip design technology?
:
: NVDA
|
b*******e
发帖数: 6389 | 12 下个季度的收益如何。
guess.
【在 c***m 的大作中提到】
: Shall I?
: GPU is the future. It will beat cpu in long run. Safe bet on nvda, I guess.
|
c***m
发帖数: 2630 | 13 not sure yet. But this comments worth of reading.
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_N/threadview?m=te&bn=13029&tid=552430&mid=552430&tof=2&frt=2#552430
I don't have any position is nvda currently. But if fermi and tegra succeeds
, no one knows how high they can get. In industry use, future fermi is a
dominant player.
【在 b*******e 的大作中提到】
: 下个季度的收益如何。
:
: guess.
|
