w***h
发帖数: 112 | 1 NVDA 比 INTC 领先一步转型， 也是cash大户
我家里的两个tablet, Asus Transformer Prime 和 Google Nexus 7, 用的都是 Tegra
还有 HTC One X 手机 |
p********o
发帖数: 8012 | |
w***h
发帖数: 112 | |
w***h
发帖数: 112 | |
b*****n
发帖数: 1492 | 5 希望你的话能够点醒一些人。
NVDA的生命线都是在别人手里。
【在 p********o 的大作中提到】
: arm处理器是哪家的？
|
w***h
发帖数: 112 | 6 Tegra芯片本身就是处理器. 这个问题好像不成立吧？
【在 p********o 的大作中提到】
: arm处理器是哪家的？
|
s******v
发帖数: 4495 | |
p*********r
发帖数: 4593 | 8 Competition in high tech is too intensive. Get bank and oil related stocks.
No competition, all can make big profit. |
I******r
发帖数: 265 | 9 INTC will down for a big time, however, not die soon
NVDA will die sooner than INTC.
Tegra
【在 w***h 的大作中提到】
: NVDA 比 INTC 领先一步转型， 也是cash大户
: 我家里的两个tablet, Asus Transformer Prime 和 Google Nexus 7, 用的都是 Tegra
: 还有 HTC One X 手机
|
k******r
发帖数: 4011 | |
|
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w***h
发帖数: 112 | 11 这不是传说中的 Republic Sector么？ 再加个Defense就齐活了。
.
【在 p*********r 的大作中提到】
: Competition in high tech is too intensive. Get bank and oil related stocks.
: No competition, all can make big profit.
|
b*****n
发帖数: 1492 | 12 Tegra 用的是ARM的核， 加上自己的外围。
【在 w***h 的大作中提到】
: Tegra芯片本身就是处理器. 这个问题好像不成立吧？
|
x*********n
发帖数: 28013 | 13 server多钱一个，notebook多钱一个
laptop多钱一个，notebook多钱一个
ipad多钱一个，macbook pro多钱一个 |
b*****n
发帖数: 1492 | 14 基本如此。
【在 I******r 的大作中提到】
: INTC will down for a big time, however, not die soon
: NVDA will die sooner than INTC.
:
: Tegra
|
p*********r
发帖数: 4593 | 15 NVDA has GPU business which is related to the PC. Intel built-in GPU will be
more and more powerful. That's business is going to shrink
very quickly. Its Tegra chip is not strong enough. The benchmark so far is
behind the ones from Qualcomm and Samsung. Not sure about TI latest one used
in Kindle Fire HD and Nook HD. This space is tough because even some
Taiwaness/Chinese are able to do this.
I would say NVDA is not as good as OVTI. I don't have OVTI now, closely
watching it. However, my past experience has no luck with OVTI, got burned
very badly once. |
b*****n
发帖数: 1492 | 16 不会是 robin ren 那次吧？
be
used
【在 p*********r 的大作中提到】
: NVDA has GPU business which is related to the PC. Intel built-in GPU will be
: more and more powerful. That's business is going to shrink
: very quickly. Its Tegra chip is not strong enough. The benchmark so far is
: behind the ones from Qualcomm and Samsung. Not sure about TI latest one used
: in Kindle Fire HD and Nook HD. This space is tough because even some
: Taiwaness/Chinese are able to do this.
: I would say NVDA is not as good as OVTI. I don't have OVTI now, closely
: watching it. However, my past experience has no luck with OVTI, got burned
: very badly once.
|
s**********o
发帖数: 14359 | 17 显卡根本无利可图吧，那些PAD，又卖不出价来，充其量是多夹几只苍蝇肉，人一筷子
下去就是只走地鸡。 |
w***h
发帖数: 112 | 18 Nvidia在android tablet的最大优势是他的game ecosystem. 高档的android游戏，pc
游戏，可以兼容 native 图形包。 游戏开发商可以最大限度的利用已有资源，把同一
款游戏迅速在多个平台上推出。我想这也是windows RT surface采用nvidia内核的原因
。我有很大的把握明年samsung的10寸板Nexus Plus采用的也是nvidia的内核。
【在 s**********o 的大作中提到】
: 显卡根本无利可图吧，那些PAD，又卖不出价来，充其量是多夹几只苍蝇肉，人一筷子
: 下去就是只走地鸡。
|
f****n
发帖数: 4615 | 19 re
pc
【在 w***h 的大作中提到】
: Nvidia在android tablet的最大优势是他的game ecosystem. 高档的android游戏，pc
: 游戏，可以兼容 native 图形包。 游戏开发商可以最大限度的利用已有资源，把同一
: 款游戏迅速在多个平台上推出。我想这也是windows RT surface采用nvidia内核的原因
: 。我有很大的把握明年samsung的10寸板Nexus Plus采用的也是nvidia的内核。
|
f****n
发帖数: 4615 | 20
【在 f****n 的大作中提到】
: re
:
: pc
|
|
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w***h
发帖数: 112 | 21 Here is the link, the commentator nobodyspecial2u has very similar point of
view as I do. Either you are on the short side or on the long side, it's
still worth your time to read into his comments, which details Nvidia's
strategy road map.
http://seekingalpha.com/article/878671-nvidia-put-the-fork-down |
s**********o
发帖数: 14359 | 22 INTC是52WEEK最低，NVDA是吗？
【在 f****n 的大作中提到】
: re
:
: pc
|
w***h
发帖数: 112 | 23 这是两个月线图， 你选哪个？
【在 s**********o 的大作中提到】
: INTC是52WEEK最低，NVDA是吗？
|
s**********o
发帖数: 14359 | 24 这不是7年图谱吗？我等不了7年，我最多等一年
【在 w***h 的大作中提到】
: 这是两个月线图， 你选哪个？
|
b***u
发帖数: 8 | 25 NVDA is not bad at all. |
w***h
发帖数: 112 | 26 More on Nvidia revenue break down, two trends are worth attention
1. consumer product revenue is picking up quickly
2. although global PC demand is dying, somehow GPU business is picking up
too. Mainly due to the fact that the constraint on foundary is alleviated.
http://www.anandtech.com/show/6147/nvidia-q2-fy13-earnings-repo |
