Warum interessiert sich niemand mehr für NVDA ? - 500 Beiträge pro Seite

eröffnet am 05.03.04 00:12:45 von
neuester Beitrag 04.11.04 14:12:22 von


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05.03.04 00:12:45
Das wuerde mich mal interessieren. Frueher einer der Stars, heute tot ?
Was meint Ihr, lohnt sich NVDA wieder ?
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26.03.04 13:12:14
Naja, ich habe immer noch ne Menge Nvidia, sozusagen von früher (also schöner Verlust). )Ich beobachte die Aktie weiterhin. Trotzdem würde ich es nie wagen, hier irgendetwas zu empfehlen. Mit 3DFX habe ich die grössten Börsenverluste erwirschaftet und dann gedacht, ok es wird Nvidia. War leider auch ein Fehlschuss. Der Graphic chip Markt scheint mir ein hart umkämpftes Schlachtfeld zu sein, welches dem jeweiligen Marktführer bis jetzt nie grossartige Gewinne ermöglichte. Ich bin skeptisch , ob sich das je ändert. Ich behalte trotzdem meine Aktien.
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29.03.04 20:02:26
@ 1

ja! Vorausgesetzt, das Unternehmen hat seine Hausaufgaben gemacht und danach sieht es zur Zeit aus. Das Kopf-an-Kopf-Rennen mit ATI wird auch weiterhin bestehen bleiben.
Perry
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16.07.04 17:29:37
Nvidia wird bei der X-Box 2 nicht mehr die Grafikchips
herstellen und somit wird ein großer Teil des Umsatzes
wegbrechen. Ausserdem werden die Chips von ATI immer
besser so das ich die Zukunft bei Nvidia nicht so rosig sehe!
Was denkt ihr ?
:confused:
Avatar
18.07.04 14:27:48
Hi
Ich denke das Nvidia mit den neuen nForce4 Chipsatz
und den nv40 sich wieder gut Positioniert hat.
ATI hat ein Fehler gemacht sie haben auf den Shader 3.0
bei der R42 verzichtet.
Viele Spiele-Hersteller werden und Unterstützen (FarCry)den Shader 3.0.

Wenn der Kurs ein Boden bildet werde ich kaufen da NVIDIA
in 12 Monaten wieder um die 20 Dollar notiert
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19.07.04 15:13:15
Hi
Bin mal gespannt ob die 15 Dollar heute halten.
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19.07.04 21:18:18
bin vor ner knappen woche long gegangen, allerdings schon 40% im minus. werd nicht nachkaufen, aber halten
gruss
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19.07.04 21:47:05
Ich denke das wir heute ein Kaufsignal generieren.
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20.07.04 14:10:16
Hab heute morgen über LUS gekauft und denke das wir
bei NVIDIA in den Bereich von 18 Dollar kommen
könnten.Stop-loss liegt bei umgerechnet bei 14,9 Dollar.
Avatar
20.07.04 17:19:46
Wenn die X-Box 2 kommt und die X-Box 1 eingestellt
wird verliert Nvidia ein großen Teil des Umastzes!
Weiß jemand genau wieviel die X-Box am Nividaumsatz
ausmacht?
Ausserdem gibt es da
noch ATI die Nvidia schwächen!
Ich denke Nvidia geht schon bald unter 10 Dollar!
:rolleyes:
Avatar
21.07.04 15:31:57
Ich denke das heute die 16 Dollar fallen.
Dann bekommen wir ein Kaufsignal mittelfristig
und könnten in den Bereich von 18 dollar laufen.
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22.07.04 00:59:33
So schnell geht das und die Aktie notiert
unter 15 Dollar.
Zum Glück hatte ich den stop auf 15,5 Dollar
angehoben.
Avatar
06.08.04 10:52:27
Hi
Da wird Nvidia aber mächtig bestraft für die schlechten
Zahlen.Das Nvidia aber im Vorfeld schon von 22 Dollar
auf 15 Dollar gefallen ist und eigentlich die schlechten Zahlen schon im Kurs enthalten sein müssten.
Jetzt sollte man Nvidia beobachten und wenn sich dort
ein Boden bildet sollte man zuschagen.
Fundamental bin ich voll von Nvidia überzeugt und ich denke das sind immer noch die Nachwehenen von den NV30-NV35
das Nvidia so schlechte Quartale abliefert.
Avatar
06.08.04 13:55:48
Ich bin kurz unter 20 komplett ausgestiegen. Ich bin inzwischen einfach der Meinung, dass der 3D Markt zu sehr umkämpft ist, um Aktionären Gewinne zu bringen. Natürlich wird immer mal wieder einer gerne von seinem kurzfristigen Zocks erzählen. Aber Langfristanleger waren noch nie (nie!!!)gut beraten, in den 3D Markt zu investieren. Mit 3DFX und Nvidia gab es zweimal einen Hersteller, der den Markt dominierte, hat für Anleger nichts gebracht.
Im Gegensatz zu früher, macht es heute kaum noch einen Unterschied, welche Karte man kauft. Das bedeutet, dass eine Technologie Führerschaft (für wen auch immer ) immer unwahrscheinlicher wird.

Diese Branche ist auch keine Wachstumsbranche mehr. Sie ist schon zyklisch. Das bedeutet für mich, dass KGV s über 15 einfach zu teuer sind.

Dass Nvidia im Vorfeld eingebrochen ist interpretiere ich wieder einmal so, dass einige mehr wussten. Die Kleinanleger sind mal wieder die gearschten, wie sooft.
Avatar
06.08.04 14:01:04
Ich glaube KGV von 15 wäre ca 3 Dollar, ouch.

... will hier den Teufel nicht an die Wand malen, bin aber froh, raus zu sein.
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29.10.04 12:24:05
NVIDIA Corporation Announces Stock Repurchase Program

SANTA CLARA, Calif., Aug. 9 /PRNewswire-FirstCall/ -- NVIDIA Corporation (Nasdaq: NVDA), today announced a stock repurchase program under which NVIDIA may purchase up to $300,000,000 of its common stock.

(Logo: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO )

"Our Board of Directors and management are confident in NVIDIA`s ability to achieve long-term growth. We believe that the repurchase program is a good investment of available funds and underscores our commitment to enhancing stockholder value by assisting in offsetting dilution from employee stock plans," said Jen-Hsun Huang, President and Chief Executive Officer.

The repurchases will be made in the open market or in privately negotiated transactions, from time to time, in compliance with the SEC`s Rule 10b-18, subject to market conditions, applicable legal requirements and other factors. The program does not obligate NVIDIA to acquire any particular amount of common stock and the program may be suspended at any time at the company`s discretion. The purchases will be funded from available working capital. As of June 30, 2004 NVIDIA had over $600,000,000 of cash, cash equivalents and marketable securities.

About NVIDIA

NVIDIA Corporation is a market leader in visual computing technology dedicated to creating products that enhance the interactive experience on consumer and professional computing platforms. Its graphics and communications processors have broad market reach and are incorporated into a wide variety of computing platforms, including consumer digital-media PCs, enterprise PCs, professional workstations, digital content creation systems, notebook PCs, military navigation systems and video game consoles. NVIDIA is headquartered in Santa Clara, California and employs more than 2,000 people worldwide. For more information, visit the Company`s Web site at http://www.nvidia.com .

Certain statements in this press release, including any statements relating to the timing and extent of any stock repurchases, investments of available funds, and expectations of long-term growth, are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Such risks and uncertainties include, but are not limited to, flucations in the overall stock market and the price of NVIDIA stock, the level of employee option grants and exercises and resulting dilution therefrom, manufacturing and other delays relating to our current and new products, difficulties integrating our products into customers` products, difficulties in the fabrication process and NVIDIA`s dependence on third-party manufacturers, general industry trends including cyclical trends in the PC, handheld and semiconductor industries, manufacturing costs and the pricing of components such as memory, the impact of competitive products and pricing alternatives, changes in industry standards and interfaces, market acceptance of our new products, our dependence on third-party developers and publishers and the impact of litigation and other proceedings and other risks detailed from time to time in NVIDIA`s reports filed with the Securities and Exchange Commission including its Form 10-Q for the quarter ended April 25, 2004 and other filings made from time to time with the SEC. These forward-looking statements speak only as of the date of this release. NVIDIA disclaims any obligation to update these forward-looking statements.

SOURCE NVIDIA Corporation

CONTACT:
Derek Perez of NVIDIA Corporation,
+1-408-486-2512, or dperez@nvidia.com
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02.11.04 15:20:44
NVIDIA Gelato Rendering Software Delivers Comprehensive Support for Alias Maya
Tuesday November 2, 9:01 am ET
Version 1.1 of Gelato Makes Rendering High Quality Images Faster and Easier With Performance Improvements and New Features Including an Innovative Preview Mode


SANTA CLARA, Calif., Nov. 2 /PRNewswire-FirstCall/ -- NVIDIA Corporation (Nasdaq: NVDA - News), a worldwide leader in graphics and digital media processors, today announced that NVIDIA® Gelato(TM) 1.1, the latest version of its hardware-accelerated, final-frame renderer, is now available for sale directly from NVIDIA and through its global network of resellers. The Gelato 1.1 renderer features a new version of its Mango(TM) plug-in for Alias® Maya® and introduces an innovative new feature called Preview Mode that allows for ultra-high speed rendering of an image with user-defined image quality and fidelity to preview the final render.
(Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO )
"The new features found in Gelato 1.1 are the first of many that address the needs of our customers and their digital production pipelines," stated Beth Loughney, general manager of the Digital Film Group at NVIDIA. "We`re moving towards a truly interactive rendering pipeline which doesn`t require compromises in the quality of the images, tools, or experience of creating content."

Mango, which is included free with the purchase of Gelato, now provides translations of most of the Maya Hypershade nodes that ship with Maya, seamlessly rendering images through Gelato shaded with these nodes. The packaged Hypershade nodes can also be layered with shaders written specifically for Gelato for the ultimate in flexibility and control over the effects.

Preview Mode allows the artist to make decisions on lights, geometry, and shaders, selectively trading time for quality on features such as motion blur and anti-aliasing, enabling artists to see an approximation of the final image in seconds, instead of minutes or even hours. Best of all, since the image viewed in Preview Mode doesn`t require a different set of shaders or other assets, no additional prep work or changes to the production pipeline are necessary.

"NVIDIA`s drive to accelerate all aspects of film rendering with the combination of Gelato and NVIDIA Quadro FX is leading the way toward high-quality, interactive rendering," said Joshua Kolden, CEO of Crack Creative. "Gelato incorporates the features and performance required in a demanding studio production environment, and is a vital tool in our continued success."

Other new features in Gelato 1.1 include:
-- Depth of field creates realistic blurring effects for objects at
varying distance from the "lens," simulating the focal plane of a
camera.
-- Network parallel rendering permits multiple servers to work in concert
to render a single frame.
-- OpenEXR plug-in for reading and writing data in the OpenEXR high
dynamic-range (HDR) image file input/output format developed by
Industrial Light & Magic.
-- Performance enhancements allow Gelato to run faster and more
efficiently than version 1.0. In particular, improved speed and image
quality in curves (hair), points, and shadows are implemented, plus
improved speed for multi-threaded CPUs.


Gelato 1.1 is currently shipping for both Windows XP and Linux, priced at $2,750 per workstation or server node and an annual fee of $525 for maintenance and support. An evaluation version and additional product details, including a list of Gelato`s resellers, are available at http://film.nvidia.com .

About NVIDIA

NVIDIA Corporation is a worldwide leader in graphics and digital media processors. The Company`s products enhance the end-user experience on consumer and professional computing devices. NVIDIA graphics processing units (GPUs), media and communications processors (MCPs), and wireless media processors (WMPs) have broad market reach and are incorporated into a variety of platforms, including consumer and enterprise PCs, notebooks, workstations, PDAs, mobile phones, and video game consoles. NVIDIA is headquartered in Santa Clara, California and employs more than 2,000 people worldwide. For more information, visit the Company`s Web site at www.nvidia.com.

Certain statements in this press release including, but not limited to, statements as to the features, benefits, performance and capabilities of our products, future features of our products, and the roadmap for our Gelato products are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Such risks and uncertainties include, but are not limited to, failures or poor performance of software products, reliance on third-party manufacturers, general industry trends including cyclical trends in the PC and semiconductor industries, delays in integration of our products, the impact of competitive products and pricing alternatives, changes in industry standards, market acceptance of our products, our dependence on third-party developers and publishers and other risks detailed and from time to time in the NVIDIA reports filed with the Securities and Exchange Commission including its Form 10-Q for the quarter ended July 25, 2004 and other filings made from time to time with the SEC. These forward-looking statements speak only as of the date hereof. NVIDIA disclaims any obligation to update these forward-looking statements.

NOTE: All company and/or product names may be trade names, trademarks and/or registered trademarks of the respective owners with which they are associated. Features, pricing, availability, and specifications are subject to change without notice.




--------------------------------------------------------------------------------
Source: NVIDIA Corporation:yawn:
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04.11.04 14:12:22
SIA Forecast: Record Chip Sales of $214 Billion 2004, Sales Flat at Record Level in 2005
Publish Date : 11/4/2004 1:11:00 PM Source : Technology News Onlypunjab.com

The Semiconductor Industry Association (SIA) today released its annual forecast for 2004-2007, predicting record sales of $214 billion in 2004 followed by essentially flat sales in 2005. The forecast projects that sales will grow by 6.3 percent in 2006 and by 14.2 percent to $259 billion in 2007. According to the SIA, projections of a less favorable supply-and-demand balance for memory products will be the major factor in dampening industry expansion next year. For the longer term, the new forecast projects a compound annual growth rate of 11.8 percent through the forecast period.


Jen-Hsun Huang, president and chief executive officer of NVIDIA Corporation, summarized the new forecast in a webcast with industry analysts and reporters today. "Semiconductor industry growth has been very strong this year," said Mr. Huang. "The SIA expects worldwide semiconductor sales to reach a record $214 billion in 2004, surpassing the previous record of $204 billion in 2000 and significantly exceeding last year`s forecast. When all the numbers are in, we expect that the year-on-year growth rate will be 28.5 percent.

"We are seeing a fundamental change in the forces that are driving the semiconductor industry," Mr. Huang told analysts.

"More than 50 percent of the $214 billion in semiconductors sold in 2004 will go into products purchased by consumers rather than corporate IT departments. This proportion will continue to grow in the years ahead as consumers all over the world are captivated by the richness and portability of digital media. Advances in computing, digital media processing, and wireless technology are enabling our industry to create lifestyle-changing devices and gadgets that we could only imagine a few years ago. The changing nature of our customers will affect every aspect of our business, from product design to marketing to demand forecasting," Mr. Huang continued.

Mr. Huang will also deliver the forecast presentation at tonight`s annual Forecast and Awards Dinner at the Fairmont Hotel in San Jose, California.

The SIA forecast includes detail on regional semiconductor markets and products. Key highlights of the forecast include:

Geographic Markets:

Americas Market: The Americas market was $32.3 billion in 2003. This market is projected to grow by 22.2 percent in 2004 to $39.5 billion; to decline by 4.5 percent to $37.7 billion in 2005; to grow by 4.2 percent to $39.9 billion in 2006; and to grow by 12.7 percent to $44.3 billion in 2007.

European Market: The European market was $32.3 billion in 2003. This market is projected to grow by 22.5 percent to $39.6 billion in 2004; to remain flat at $39.6 billion in 2005; to grow by 5.3 percent to $41.7 billion in 2006; and to grow by 13.1 percent to $47.2 billion in 2007.

Japanese Market: The Japanese market was $38.9 billion in 2003. This market is projected to grow by 22.7 percent to $47.8 billion in 2004; to grow by 0.2 percent to $47.9 billion in 2005; to grow by 5.3 percent to $50.8 billion in 2006; and to grow by 12.5 percent to $57.1 billion in 2007.

Asia-Pacific Market: The Asia-Pacific market was $62.8 billion in 2003. This market is projected to grow by 38.3 percent to $86.9 billion in 2004; to grow by 1.9 percent to $88.6 billion in 2005; to grow by 7.7 percent to $95.4 billion in 2006; and to grow by 16.2 percent to $110.8 billion in 2007.

Key Semiconductor Product Categories:

Total Semiconductors: The total worldwide semiconductor market was $166.4 billion in 2003. The global market is projected to grow by 28.5 percent to $213.8 billion in 2004; to remain flat in 2005; to grow by 6.3 percent to $227.2 billion in 2006; and to grow by 14.2 percent to $259.4 billion in 2007.

Discrete Components: The discrete components market was $13.3 billion in 2003. This market is projected to grow by 19.4 percent to $15.9 billion in 2004; to decline by 0.2 percent to $15.9 billion in 2005; to grow by 2.9 percent to $16.4 billion in 2006; and to grow by 7.7 percent to $17.6 billion in 2007.

Optoelectronics: The optoelectronics market was $9.5 billion in 2003. This market is projected to grow by 45.9 percent to $13.9 billion in 2004; to grow by 12.8 percent to $15.7 billion in 2005; to grow by 10.2 percent to $17.3 billion in 2006; and to grow by 15.4 percent to $20 billion in 2007.

Analog: The analog market was $26.7 billion in 2003. This market is projected to grow by 16.9 percent to $31.3 billion in 2004; to grow by 1.2 percent to $31.7 percent in 2005; to grow by 6.4 percent to $33.7 billion in 2006; and to grow by 17.1 percent to $39.5 billion in 2007.

MOS Logic: The MOS logic market was $36.9 billion in 2003. This market is projected to grow by 34.5 percent in 2004 to $49.6 billion; to grow by 1.7 percent to $50.5 billion in 2005; to grow by 5 percent to $53 billion in 2006; and to grow by 12.7 percent to $59.7 billion in 2007.

Microprocessors: The microprocessor market was $27.4 billion in 2003. This market is projected to grow by 9.7 percent to $30.1 billion in 2004; to grow by 2.3 percent to $30.8 billion in 2005; to grow by 5.5 percent to $32.5 billion in 2006; and to grow by 8.5 percent to $35.2 billion in 2007.

Microcontrollers: The microcontroller market was $10 billion in 2003. This market is projected to grow by 23.6 percent to $12.3 billion in 2004; to grow by 1.5 percent to $12.5 billion in 2005; to grow by 4.9 percent to $13.2 billion in 2006; and to grow by 14.9 percent to $15.1 billion in 2007.

Digital Signal Processors: The DSP market was $6.1 billion in 2003. This market is projected to grow by 28.2 percent to $7.9 billion in 2004; to grow by 6.9 percent to $8.4 billion in 2005; to grow by 15 percent to $9.7 billion in 2006; and to grow by 24 percent to $12 billion in 2007.

DRAM: The DRAM market was $16.7 billion in 2003. This market is projected to grow by 61.2 percent to $26.9 billion in 2004; to decline by 14.7 percent to $23 billion in 2005; to grow by 9.4 percent to $25.1 billion in 2006; and to grow by 20 percent to $30.1 billion in 2007.

Flash: The flash memory market was $11.7 billion in 2003. This market is projected to grow by 34.6 percent to $15.8 billion in 2004; to decline by 1.8 percent to $15.5 billion in 2005; to grow by 3.2 percent to $16 billion in 2006; and to grow by 14.7 percent to $18.3 billion in 2007.


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