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Joe DeFuria
10-21-02, 10:55 AM
Roscoe,

You're really good for a laugh! ;)

..You would not be able to figure all this out if you didn't read the full quote. You will need the other sentence in the paragraph to be able to determine from context what Fried meant. Defuria was unable to muster enough energy to quote the other sentence in this two-sentence paragraph.
[/quote]

Geezus...I provided a link to the whole article, Roscoe...must I repost the entire bloody thing here?

Here is the link AGAIN, to the WHOLE ARTICLE.

http://news.com.com/2100-1040-896850.html?legacy=cnet&tag=lthd

And in case you can't muster up the energy to click on the link, here is thw whole article quoted verbatim. And I'll bold face the entire portion of the article that's relevant:

Nvidia: Microsoft tiff tiny; new chip big


By Ian Fried
Staff Writer
May 1, 2002, 2:55 PM PT


SAN FRANCISCO--Playing down accounting issues and an ongoing pricing dispute with Microsoft, Nvidia CEO Jen-Hsun Huang said an upcoming graphics chip should help propel the company to continued growth this year.
Speaking on Wednesday at a chip conference here, Huang characterized the relationship with Microsoft as "very strong," adding, "We just asked a third party to help us solve some stuff."

Nvidia disclosed Monday that it was in arbitration with Microsoft over the pricing of its chips used in the Xbox, a move Nvidia said could either lead it to recognize additional revenue or force it to sell some chips at a loss--depending on how the issue is resolved. Microsoft's Xbox accounts for 15 percent to 20 percent of Nvidia's sales. Nvidia also said Monday it was restating its earnings for the past three years because of accounting issues.



In a filing with the Securities and Exchange Commission on Wednesday, Nvidia said the restatements will include accidental double booking of expenses, accounting judgments it concluded were incorrect, and other issues. However, Huang noted that the net effect of the restatements is that Nvidia's income for the three years in question was $1.3 million higher than previously reported.

Also on Monday, Nvidia raised its financial outlook for the just-ended quarter, and Huang said he sees continued market share gains this year leading to more growth. Some of that will come from a new graphics chip slated to arrive in August.

The new chip will be manufactured on Taiwan Semiconductor Manufacturing Co.'s latest 0.13-micron manufacturing process, Huang said. Huang did not reveal the name or specific features of the chip, but did say it was a fundamentally new architecture from the GeForce 4 Titanium introduced earlier this year.

"It is the most important contribution we've made to the graphics industry since the founding of this company," Huang said, speaking at the Merrill Lynch Hardware Heaven Technology Conference.

Huang also noted the inroads the company has made in the Macintosh market, saying that the company expects to have the largest share of that market "very soon." Huang said that Nvidia's chips are in the eMac that Apple Computer introduced Monday.

"You are going to see many more exciting introductions in that space," Huang said.

The company also plans a follow-on to its nForce chipset, which works with Advanced Micro Devices' Athlon processors but not with Intel's Pentium 4. Huang said the company will continue to focus on chipsets for that market, rather than pursue a license to work with Intel's chips.

Huang said the Athlon market represents about 30 million PCs a year, with Nvidia getting revenue in the "mid-$20s to mid-$30s" for each nForce chipset. Plus, he said, you don't have the risk of competing with Intel's own chipsets, as is the case in the Pentium 4 market.

Chipsets are companion processors that allow the microprocessor to exchange information with other parts of the motherboard, such as memory.

Huang said the company hopes it has the accounting issues behind it, noting that the process required a lot of time, as the company worked with forensic auditors from KPMG and lawyers from Silicon Valley firm Cooley Godward.

"The lawyers and auditors are in the process of moving out of the company," Huang said.


Gee, Roscoe, did I quote enough for you now? I still can't believe that you are trying to find some way to spin the report to mean anything other than the NV30 was suppossed to "arrive" in August, and contribute to maket share / growth this year. You know, a 0.13 micron chip that is not based on GeForce4 architecture, and is their "biggest contribution to 3D graphics since the founding of their company".

Defuria is a dishonest individual who tries to trick people with his selective quoting.

LOL! Select any quote from the above Roscoe...You really think anyone here is buying that crap you're trying to shovel?

Keep in mind that Defuria started this thread for a "purpose"....Look at what "tricky" Joe Defuria did recently. He started a new thread for the purpose of arguing over what was meant by "arrive".

LOL...and here you are arguing about the meaning of "that?" :rolleyes:

Um, how exactly was this "tricky?" I challenged your statement and simply let the public decide. Pretty fair of me, wouldn't you say?

Why don't you make your own "tricky thread", Roscoe? Go ahed and ask the public if they think Huang was talking specifically about the NV30 "arriving" in August. And ask the "public" if he meant it would contribute to "market share and growth" sometime between then and the end of the year.

Good luck.

Unfortunately for you, it doesn't appear that "most people" just assume "your" definition of arrives, and you can't even twist and selectively quote anything out of that article to make any sort of coherent case. Continued rambling just to get the "last word" in? Typical. You should know though, that considering the quality of your posts, you're best off at this point is to give up trying to get in the last word...because you're just looking more and more unreasonable with every post...

I guess that fact doesn't stop you from trying though. And I thought your credibility couldn't get any lower...

Defuria is simply a 3dfx fan who can't let go....3dfx is dead. Time to move on. I used to argue against this particular breed of 3dfx fans more than a year or two ago.

:rolleyes:

What 3dfx has to do with this I, and everyone else here, fails to understand. Just another attempt to try and divert your hopeless case to some fanboy rhetoric? Maybe if you make emotionally charged accusations enough, people might forget how ridiculous your spin actually is?

NV30 is late, Roscoe. Time to move on. We're all hoping NV30 is a great chip. Real 3D enthusiasts hope that NV30 crushes the R300 much like the R300 crushed the GeForce4. Then we hope the ATI follow-up crushes the NV30, and so on.

Competition is good.

Why for the life of me you have a problem "admitting" NV30 is late, is just baffling. It's late. It's just a fact. What is the purpose of denial?

StealthHawk
10-21-02, 08:28 PM
come on guys, stop the endless back and forth drivel. if you really need to continue it, take it up using PMs, please. i think everyone has heard enough and can decide who is right and who is wrong for themselves at this point.

sebazve
10-23-02, 05:42 PM
well according to digit times the NV30 will be released in early 2003... and only a few samples will be sale after comdex

legion88
11-02-02, 02:16 PM
Originally posted by Uttar
I'm sorry, but i agree with DeFuria on that riddle.

Let me quote you, legion88:
[quote]
Some of that will come from a new graphics chip slated to arrive in August.


Notice the word "that"? What is this "that"? The "that" refers to gains in market share. Fill in the blanks:


Some of the market share gains will come from a new graphics chip slated to arrive in August.
[quote]

Hmm, no. It doesn't refer to that. It refers to "market share gains this year".

That means that some of the market share gain for the year will come from the new graphics chip slated to arrive in August.

That doesn't mean the graphics chip impact on sales will be made during August. It means the impact will happen on the yearly result.

While i think the meaning of "arrive" is very hard to agree on, i really can't find any other way to understand what this reporter meant.


Uttar


If the product started selling in stores on August 30, 2002, then obviously its "impact" will begin on August 30th and will continue on from that date forward. Most of the impact, most of the gain, will clearly occur after August. Why is it that I have to state the obvious?

The August date refers to the arrival date of the NV30 itself, not the month that the market share will go up due to the NV30. Again, another obvious.

What Defuria is telling people is that NVIDIA's market share will start growing when NV30 "arrives" in August even before people can buy it, which obviously contradicts the definition of market share.

There's no "impact" on market share by the NV30, regardless of the month, day, year, if the NV30 is not stores.

And the May news.com article clearly stated August as the date the NV30 will arrive in stores.

This August date contradicts the October date of Reactorcrtical, which I clearly stated already. Both months obviously have past.

PreservedSwine
11-02-02, 06:03 PM
So, in a nutshell, the NV30 is running behind schedule. I thought everyone already knew that?:confused:

Joe DeFuria
11-07-02, 06:59 PM
And the May news.com article clearly stated August as the date the NV30 will arrive in stores.

Lol...ummm....this threae just disproved your assertion that the news.com "clearly stated" that the NV30 will arrive in stores in August.

:rolleyes:

What Defuria is telling people is that NVIDIA's market share will start growing when NV30 "arrives" in August even before people can buy it, which obviously contradicts the definition of market share.

Uhmmmmm...that's not what I said at all.

For the mentally challenged, I said that NEITHER the news.com article, nor did NVIDIA say or imply that their market share would start to increase in August like you are claiming they said. Learn how to read.

It said two things:

1) Huang said he sees continued market share gains this year leading to more growth.

2) Some of that will come from a new graphics chip slated to arrive in August.

HE DID NOT SAY THAT MARKET SHARE GAINS WILL START TO ARRIVE IN AUGUST. HE SAID "THIS YEAR".

There's no "impact" on market share by the NV30, regardless of the month, day, year, if the NV30 is not stores

No ****. :rolleyes:

Sigh...

This August date contradicts the October date of Reactorcrtical, which I clearly stated already.

No, it doesn't. Because the Reactor critical article DID CLEARLY STATE "October" for actual availability of products. The news.com article did not state August for the availability of products. That's a product of your warped imagination.

legion88
11-07-02, 08:48 PM
Originally posted by PreservedSwine
So, in a nutshell, the NV30 is running behind schedule. I thought everyone already knew that?:confused:

It's now official. October has passed and now a quote on the front page says that the NV30 will BEGIN (emphasis added) product shipment during the "January quarter". That's clearly not this year. Clearly, it is not August nor October.

Now on to Defuria....

Joe Defuria, our resident liar, can't seem to get his months straight, doesn't know what "market share" means, and certainly has no understanding on what affects market share growth.

And like the liar that he is, I never claimed that market share growth will occur in August. Never said that. Never suggested it. But there's Defuria telling the world that I did.

I said that the author of the news.com article stated that the NV30 will "arrive" in August. There's even a quote. NV30 is not "market share". This arrival, the author argues, would help boost market share.

There's two things here: (1) the arrival of the NV30 and (2) the impact of that arrival. Defuria, the deceiver, merges the two things into one as he continues to trick people into believing in something that is utterly stupid--which is to claim that the news.com article (August) and reactorcritical (October) did not provide inconsistent dates. Nevermind that both dates are wrong.

There is absolutely no point in the thread other than to show the world how much of a lunatic he is--a 3dfx fanboy who can't let go. He and I used to argue over at 3dgpu a couple of years ago. He lost and he cannot get over it. And now he is here.

Joe DeFuria
11-07-02, 09:32 PM
Lol!

You crack me up, Roscoe. The self declared "winner" of debates, and complete ignorance of the facts.

No matter how much you keep insisting I'm a liar, Roscoe, that doesn't make it true. Let me guess...you consider yourself a liberal or a Democrat, right?

And like the liar that he is, I never claimed that market share growth will occur in August.

No, that bit of information is just critical if you want to make your argument somewhat consistent. Of course, I should not have expected you to actually want to construct an argument that wasn't self-contradictory.

Let me sum up your argument in your own words:

This August date contradicts the October date of Reactorcrtical, which I clearly stated already.

Let me explain some logic to you. Just nod your head like a good little boy...

1) Reactor critical clearly stated that it was expected to have NV30 products available for purchase in October.

Agree?

2) News.com stated that nVidia expected NV30 to "arrive" in August.

Agree?

3) You claim these are contradictory. (I don't)

Agree?

4) In order for them to be contradictory, this implies that nVidia MEANT "available for purchase in August" when they said "arrives" in August

Agree?

OK.

Now before I go back and pull apart your statements about "market share....", humor us all and answer the following question:

What was your reason for bringing the issue of market share up, if not to defend your assertion of "inconsistent dates?" What relevance does market share have on anything related to our debate?

Liar indeed. But keep living in the past Roscoe...you obviously have no grip on the present.

Bigus Dickus
11-07-02, 11:23 PM
Jesus H. Christ Roscoe, that's just pathetic. You are doing your best to twist your words and confuse the issue, and then call someone that is clearly stating a very well defined and logical argument a liar?

You're pathetic.

Quinn1981
11-07-02, 11:45 PM
Hehe. Dirty, he said you're pathetic.

Arrive=Comdex

Buyable=... that's open for debate...

Delays happen to best. Usually to the best actually. What's the big deal?

Anyway. I expect some review samples out before Christmas with maybe some buyable cards out during Christmas for all the rich boys and girls. Full market saturation should occur sometime in January. All you have to do is compare this stuff to past instances and factor in some current events.

It's just that simple. ;)

thcdru2k
11-07-02, 11:48 PM
vr-zone has just repoted that nvidia has actually gained market share even with the release the the 9700 pro and with the nv30 delays. looks like, this delay doesn't affect nvidia as badly as previously thought.

Joe DeFuria
11-07-02, 11:53 PM
The report is for gaining market share in Q3. We'll have to wait for Q4 and for Q1 results to see how ATI's new line-up will actually impact market share.

And I see the apparent market share increase did not lead to profitability....which basically means that nVidia is not selling their products at high enough margin. THAT is a result of pricing pressure from ATI's products.

tieros
11-08-02, 12:40 AM
Originally posted by Joe DeFuria
And I see the apparent market share increase did not lead to profitability....which basically means that nVidia is not selling their products at high enough margin. THAT is a result of pricing pressure from ATI's products.

They actually did turn a small profit (14.2M) before the one-time charge for the employee options/stock exchange.

That's still pretty lousy for a billion and a half in revenue, though. They can only blame a third of that on NV3x R&D :)

However, I'm extremely glad that they spent that money to keep their employees happy. It hurts now, but I bet it pays off for them in the long term many times over.

Richthofen
11-08-02, 04:10 AM
"
And I see the apparent market share increase did not lead to profitability....which basically means that nVidia is not selling their products at high enough margin. THAT is a result of pricing pressure from ATI's products.
"

You better learn something about accounting and so on.
As said by tieros they had to pay over 60 Mio dollars for the option/stock exchange.
This is a one time charge to keep employees happy.
Nvidia often hires employees from other companies. So they know perfectly that you better keep your employees happy.
Examples: Engineers hired from Matrox -> nView
Engineers hired from Aureal3D -> nForce & x-box
Sound APU
and so on.
Its the best, cheapest and fastest way to get knowledge and know how from competitors. Of course to tell secrets is now allowed - but hey who really cares??? Exactly....No one cares.
The major problem is the weak economy not ATI. Companies sell a lot less than quaters ago.
A market leader is more effected by those things then by the competition.
If you look at the 3rd quater results, you see that margins on the desktop product line increased by 2 or 3 %.
And finally i want to mention that ATI better earn any money than to start any price war they won't win.
They haven't earned any money for years now.
So Joe before you wirte crap better help ATI to get profitable :)

Joe DeFuria
11-08-02, 08:43 AM
You better learn something about accounting and so on...

Blah...blah...blah...

YOU had better learn something about accounting.

You cannot pin the loss on any single expenditure. It's the whole balance sheet. Of course, nVidia (and any corportation) likes to pin a loss on any "one time charge", giving the impression that "you see, next quarter, we won't have that charge, so we'll be back to profit."

If you recall, DESPITE NVIDIA KNOWING they were going to take the charge this quarter, they still PREDICTED a profit this quarter (at last quarter's call.)

So they know perfectly that you better keep your employees happy.

Yes, and nVidia took a gamble....pay them a cash bonus or higher salary on the onset, or offer stock options. The chose the latter, and it bit them in the ass. The risk didn't pay off.

So what will you say NEXT Quarter, when nvidia claims some other "one time charge" or some other "unusual circumstance" was the cause for lackluster performance?