InfoAnda - Analysis: Nvidia's comeback comes under scrutiny

Pakistanis angry over detentions in Times Sq. case
Monday, May 24, 2010
ISLAMABAD – Relatives of three men detained by Pakistan for alleged links to the suspect in the attempted Times Square bombing say the men are innocent.
They

Taiwan denies boycotting Australian film festival
Thursday, August 6, 2009

AFP - Thursday, August 6TAIPEI (AFP) - - Taiwan's Beijing-friendly government on Wednesday denied boycotting an Australian film festival amid a row over the e

Merkel's support dips, regional ally resigns International
Thursday, September 3, 2009

By Sarah Marsh and Noah Barkin

BERLIN (Reuters) - Chancellor Angela Merkel suffered a double blow on Thursday as a senior party ally in east German

Minister seeks closure of anti-Berlusconi websites
Wednesday, December 16, 2009
ROME (AFP) - – The Italian government moved Tuesday to close down Internet sites encouraging further violence against Prime Minister Silvio Berlusconi, who

Asian markets mixed after Wall Street rally
Wednesday, March 18, 2009

By ELAINE KURTENBACH,AP Business Writer AP - Wednesday, March 18SHANGHAI - Asia's stock market rally seemed to be running out of steam Wednesday, despite an

Microsoft plans sweeping pay rises: CEO memo | | 22 April 2011
Meryl Streep eyeing Margaret Thatcher biopic: report | 2 July 2010
Palm Pre gets thumbs up in media reviews | Technology | | 5 June 2009

China tells tourists to boycott Taiwan city over Dalai Lama: report | 18 September 2009

Forum Views () Forum Replies ()

Read more with google mobile : Analysis: Nvidia's comeback comes under scrutiny

Yahoo! My Yahoo! Mail More Yahoo! Services Account Options New User? Sign Up Sign In Help Yahoo! Search web search Home Singapore Asia Pacific World Business Entertainment Sports Technology Weekend Edition Analysis: Nvidia's comeback comes under scrutiny Reuters - Wednesday, February 16 Send IM Story Print NVIDIA President and CEO Jen-Hsun Huang gives a demonstration during his keynote address at the GPU Technology Conference in San Jose, September 21, 2010. REUTERS/Robert Galbraith By Noel Randewich SAN FRANCISCO - Nvidia has given Wall Street one of its best comeback stories in years and has been rewarded with a hefty share rally, but some investors now question how long its new lead in mobile chips will last. Snubbed for years as a one-trick pony in video game graphics, Nvidia -- whose chief executive, Jen-Hsun Huang, has a penchant for fast cars -- now seems to be having the ride of its life. The company is applying its technology to powering mobile devices, and the recent appearance of its chips in new smartphones and tablets made by Motorola, LG and Dell have won the company admirers on Wall Street. Its Tegra 2 chips made a splash in January at the Consumer Electronics Show and ignited a share rally. But a 47 percent surge since the start of 2011 has raised eyebrows as some investors ask whether the graphics specialist can defend its early advantage in new tablets from major rivals like Qualcomm and Texas Instruments. "While they are riding the early stages of the wave and should be rewarded for having the foresight to help define that market, it's not going to be a long window because they have some very serious competition," said Cody Acree, an analyst at Williams Financial Group. Nvidia's leap into the mobile market with its well-reviewed, cutting-edge Tegra 2 processors comes as Intel and Advanced Micro Devices squeeze its traditional business of designing graphics chips, or GPUs, for personal computers. With Intel largely absent so far in mobile, Texas Instruments, Qualcomm and Nvidia are at the center of a battle to supply the brains behind the newest crop of devices. Marvell, Broadcom and Samsung are also competing. With years more experience designing processors for mobile phones, Texas Instruments and Qualcomm may have advantages over Nvidia in areas like energy efficiency -- key for smartphones and tablets -- and are talking about cutting-edge tweaks to their chips like next-generation modems and gesture sensing. Eager to maintain its edge, Nvidia on Tuesday showed reporters at the Mobile World Congress in Barcelona a tablet using its yet-to-be-released quad-core processor. It said the chips, codenamed Kal-El and currently being sampled by customers, would have five times the processing power of Tegra 2 and appear in tablets around August and in smartphones by Christmas season. For a table comparing Nvidia's key valuations with rivals, please click http://link.reuters.com/der97r RALLYING Last year, fears that Nvidia was trapped in a shrinking graphics market hammered its shares by 40 percent until the fourth quarter, when the company's upcoming mobile processors began to attract more attention and its stock began to recover. Nvidia and most of its competitors design their chips for smartphones and tablets using architecture licensed from Britain's ARM Holdings, an energy-efficient technology that is shaping up to be the mobile industry's standard. The combination of ARM technology and its expertise in graphics has enabled Nvidia to get itself back on the scoreboard. "ARM has democratized the CPU," Huang, once a competitive table-tennis player, told a CES audience in January. Unlike central processors, or CPUs, which make huge calculations one after another, GPUs excel at carrying out several small calculations at once. That makes them ideal for processing the high-definition video and multimedia content consumers increasingly want. But in a sign of the formidable competition that Nvidia faces, Hewlett-Packard chose Qualcomm's dual-core Snapdragon for its "TouchPad" tablet to compete against Apple's iPad. Qualcomm on Monday outlined its plan for its own much faster quad-core processor for future mobile devices. Texas Instruments last week announced its newest mobile processor, the OMAP 5, which promises a fivefold increase in graphics processing and will be available for tablet and phone makers to test in the second half of 2011. Vicious competition, short product cycles and supply swings in Nvidia's core PC graphics business have made for erratic quarterly earnings over the years, making its stock a tough sell to conservative investors. Expansion into the mobile market may help Nvidia reduce its earnings volatility. "We'd have to see a very strong case to be made for sustained profitability with the stock at this price," said Pat Becker Jr., a principal at Becker Capital Management who follows technology stock but does not own Nvidia shares. The recent rally in Nvidia on the perception it is a strong mobile play has pushed its valuation far above those of its peers, raising concerns it may now be expensive given that most of its sales still come from PC graphics chips. It trades at 23 times forward earnings, far surpassing TI's 13.5 or Marvell's 11.4, according to Thomson Reuters Starmine. "The multiple on the stock right now is coming from a perception that they're sweeping smartphone and tablets, but the reality is this is still a PC-driven story," said JMP Securities analyst Alex Gauna. Nvidia reports fourth-quarter results on Wednesday and is expected to show a healthy profit increase over the previous quarter with higher sales of PC graphics chips during the holiday season and only minor early sales of Tegra 2 chips. In 2011, Tegra sales could amount to $460 million of Nvidia's estimated $3.6 billion in revenue, with the rest coming mostly from PC graphics chip sales, according to Gleacher & Company analyst Doug Freedman. "The mobile space is growing like crazy," said Gamble Jones Investment Counsel portfolio manager Hampton Adams, who holds shares of Nvidia but says uncertain market estimates discourage buying more. "It's more art than science, but unless we can make a reasonable approximation of what it's worth, we don't want to take a stab at it." Recommend Send IM Story Print Related Articles US-TECH Summary Reuters - 2 hours 45 minutes ago IMG to spread Major League Gaming globally Reuters - 2 hours 45 minutes ago LG Elec says aims to sell 5 million 3D TVs in 2011 Reuters - Wednesday, February 16 Twitter users seek privacy in WikiLeaks case AFP - Wednesday, February 16 Analysis: Nvidia's comeback comes under scrutiny Reuters - Wednesday, February 16 News Search Top Stories Cell-based flu shot beats current vaccine: study Rapper Tinie Tempah is big winner at Brit Awards Banks 'had to know' of fraud, Madoff says Only 'best will do' for Arsenal in Barca clash Computer crushes human 'Jeopardy!' champs More Top Stories » ADVERTISEMENT Most Popular Most Viewed US golfer Woods finds old habits hard to shake Russia loses military satellite: reports US auto sales jump 17 percent in January Dow closes over 12,000 for first time since June 2008 Egypt's Mubarak to step down at September election More Most Viewed » More Most Recommended » Elsewhere on Yahoo! Financial news on Yahoo! Finance Stars and latest movies Best travel destinations More on Yahoo! News Home Singapore Asia Pacific World Business Entertainment Sports Technology Weekend Edition Subscribe to our news feeds Top StoriesMy Yahoo!RSS » More news feeds | What are news feeds? Also on Yahoo! Answers Groups Mail Messenger Mobile Travel Finance Movies Sports Games » All Yahoo! Services Site Highlights Singapore Full Coverage Most Popular Entertainment Photos Yahoo! News Network Copyright © 2011 Yahoo! Southeast Asia Pte. Ltd. (Co. Reg. No. 199700735D). All Rights Reserved. Terms of Service | Privacy Policy | Community | Intellectual Property Rights Policy | Help

Other News on Wednesday, 16 February 2011
Iran MPs rage against opposition after deadly demo
US-TECH Summary
Analysis
ARM sees boost from high-end smartphones
Contador cleared of doping charges
Google CEO avoids answering Twitter question
Sudanese arms trainer pleads guilty at Guantanamo
Deutsche Boerse, NYSE Euronext merge
Apple subscription service challenges publishers
NASA spacecraft sends pictures of comet flyby
Obama warns Arab world: get ahead of reform curve
Barclays bank hikes profit, cuts bonuses
Samsung says low-end phones not for profit
Special report: Has Mohamed ElBaradei's time arrived? |
Egypt's Mubarak in failing health
Analysis: Bumpy road in Africa for Europe's telco vendors
Renegade militia kills over 200 in S.Sudan: officials |
Vodafone, Orange fined 63 mn euros in Romania
Over 200 dead in south Sudan "massacre," officials say
Kaspersky tips Android to dominate mobile
Apologetic Kerry tries to smooth Pakistan row
Food prices at dangerous levels: Robert Zoellick |
HTC launches social smartphones with Facebook
China January inflation stays high at 4.9%
Iraq protesters demand jobs in countrywide rallies |
Nokia-Microsoft pact seen creating Google rival
Asian literary prize shortlist to be unveiled
Tunisia to work with Italy to stem migrant tide |
Japan school hit by suspected food poisoning scare
US-TECH Summary
Thousands lose homes in Philippines slum blaze
Samsung says low-end phones not for profit
Nokia-Microsoft pact seen creating Google rival
Bob Dylan to launch Asian tour in April
Nokia aims for Windows phone by year-end
Taiwan cardinal set for historic China trip
US-ENTERTAINMENT Summary
Russia's Irina Shayk gets Sports Illustrated cover
Coldplay, Beyonce to play Glastonbury festival
Marc Jacobs: the middle-aged enfant terrible
Nokia-Microsoft pact seen creating Google rival |
Nepal's casinos under threat of closure
Google CEO says tried hard to woo Nokia |
ARM sees boost from high-end smartphones |
Analysis: Nvidia's comeback comes under scrutiny |
Bollywood descends into Hitler's bunker at Berlin fest
Famous Bollywood studio up for sale: reports
Samsung says low-end phones not for profit |
Analysis: Bumpy road in Africa for Europe's telco vendors |
Russia to launch Muslim television channel
Coldplay to headline Glastonbury festival
HTC unveils 5 smartphone models |
Gang Of Four seek contentment on new album
EBay, Telefonica's 02 in smartphone app deal in UK |
Home Depot to hire 60,000 seasonal workers nationwide
Surrogate grandma produces baby grandson for daughter
Intelligence chief says terrorists shifting to “smaller” attacks against US
Beloved volunteer killed while trying to save stray dog
Federal probe set into fatal shooting of Pace University student
Delta ends SkyMiles expiration
New report throws doubt on origin of 2001 deadly anthrax attacks
Two U.S. citizens among seven charged in conspiracy to aid Taliban
Los Angeles County worker dies unnoticed on job
Alvin Greene tries again, now for South Carolina House seat
Lady Gaga heading for hit, with Madonna's blessing |
Hannah Montana destroyed family, Miley's dad says |
Russia's Irina Shayk gets Sports Illustrated cover |
Coldplay, Beyonce to play Glastonbury festival |
Egypt junta names panel to reform constitution
Rapper Tinie Tempah is big winner at Brit Awards
Happy as Larry: new Downing St cat to fight rats
IMG to spread Major League Gaming globally
No decision on Petraeus exit from Afghanistan: US
Computer crushes human 'Jeopardy!' champs
Deutsche Boerse, NYSE Euronext merge
Defector admits 'fabricating' Iraq WMD intel
NASA spacecraft unravels comet mystery
LG Elec says aims to sell 5 million 3D TVs in 2011
Berlusconi to face under-age sex trial in April
Iran MPs want death penalty for opposition leaders |
NATO chief Petraeus to leave post by end of year: report
Twitter users seek privacy in WikiLeaks case
'German Fritzl' admits fathering kids with stepdaughter
Analysis: Nvidia's comeback comes under scrutiny
Pakistan says U.S. prisoner Davis has immunity |
Egyptian army says it hopes for elections in 6 months
CBS reporter Lara Logan assaulted in Egypt
Bahrain protesters gather in capital for third day |
Clinton renews call for Internet freedom
India's cornered PM vows to press on despite scandals |
Renegade militia kills over 200 in S.Sudan-officials
Apple unveils digital media subscription service
Iraqi defector fabricated WMD intelligence: report |
Riots break out in Libyan city of Benghazi |
Cambodia to ask ASEAN to monitor ceasefire with Thailand
TMZ launches tours of Hollywood's infamous hot spots
Too much hysteria over cyber attacks: US experts
Elizabeth Taylor improving, but remains in hospital
Tokyo, Moscow have highest expat rents: survey
Fight computer viruses like epidemics: Microsoft
Zsa Zsa Gabor's husband puts fur coats up for sale
Pakistan says U.S. prisoner Davis has immunity
U.S. concerned by violence in Bahrain protests
LG Elec says aims to sell 5 million 3D TVs in 2011
Indian PM vows corruption crackdown after scandals
Al Qaeda militant-turned-witness released
US-TECH Summary
Japan whalers suspend hunt, may end mission early
Pampered songbirds vie for fame in Indonesia
Mum uploads video of nude daughter to find a suitor
Computer crushes human 'Jeopardy!' champs
Apple says Foxconn suicide measures 'saved lives'
Reporters roughed up near China activist's home
Bruno Mars and Janelle Monae announce joint tour
TMZ launches tours of Hollywood's infamous hot spots
N. Korea's Kim marks birthday amid shortages
Rapper Tinie Tempah is big winner at Brit Awards
Dell blows past targets, but doubt persists |
Sean Penn presses case for helping Haiti rebuild
IMG to spread Major League Gaming globally |
Canada's Arcade Fire steal show at UK's BRIT awards
Chinese telco gearmakers aim to leap U.S. barriers |
LG Elec says aims to sell 5 million 3D TVs in 2011 |
Elizabeth Taylor improving, but remains in hospital
Zsa Zsa Gabor's husband puts fur coats up for sale
Brooklyn Decker's model-to-actress challenge
Seoul shares dip as autos, refiners fall
Analysis: Nvidia's comeback comes under scrutiny |
S.Korea eyes steps to avert household debt crisis
Game eyes step change in online revenue |
KEPCO consortium signs $1.43 bn UAE power plant deal
U.S.-Ecuador pollution row deepens; Chevron accuses state-run firm of pollution
New award for journalistic courage featured in worldwide teen journalism contest
Japan, India sign free trade pact
Clinton calls for "ground rules" protecting internet freedom and security
"30 Rock" leads nominees of first-ever "Comedy Awards"
New Zealand economy probably back in recession in Q4
U.S. stocks pull back as January retail sales dip
Seoul shares dip as autos, refiners fall
Korea Hot Stocks
Seoul shares open lower after mixed data; LG dips
South Korea expresses interest in Panama mining
Airline group says S China congestion big problem
Lady Gaga heading for hit, with Madonna's blessing |
HTC unveils 5 smartphone models
Elizabeth Taylor improving, but remains in hospital |
Google 'very, very proud' of cyber revolutionary
Bruno Mars and Janelle Monae announce joint tour |
Zsa Zsa Gabor's husband puts fur coats up for sale |
Canada's Arcade Fire steal show at UK's BRIT awards |
Hannah Montana destroyed family, Miley's dad says |
Sean Penn presses case for helping Haiti rebuild |
TMZ launches tours of Hollywood's infamous hot spots |
Iran regime calls for 'hatred' rally against opposition
Berlusconi 'not at all worried' about sex crime trial
Smartphones 'new El Dorado for computer criminals'
Pro and anti-government supporters clash at Tehran funeral
Controversial Swedish wolf hunt ends, one escapes
Drugs giant Sanofi agrees $20.1 bn Genzyme takeover
Labor unrest as Egypt moves towards democracy |
Egypt strikes continue despite military warning
China's microbloggers on new front of Internet
Cell-based flu shot beats current vaccine: study
French minister contacted Tunisia dictator on trip: aide
Iran opposition leaders defiant amid execution calls
Egypt-inspired protests gain pace across region |
Game eyes step change in online revenue
Banks 'had to know' of fraud, Madoff says
Chinese telco gearmakers aim to leap U.S. barriers
Pro-, anti-govt supporters clash at Tehran funeral |
Only 'best will do' for Arsenal in Barca clash
Berlusconi vows to stay on, not worried by scandal |
N.Korean defects to South amid Kim Jong-il festivities |
Rioting hits Libyan city of Benghazi |
Top CBS reporter sexually assaulted in Egypt
India's cornered PM vows to press on despite scandals |
Three killed, dozens injured in Iraqi protests |
India telecoms probe: Ambani meets investigators
Indian tycoon Ambani questioned over telecom scam
India's cornered PM vows to press on despite scandals
Ecuador cockfighting fans battle proposed ban
'World's happiest man' advocates meditation
Indonesia's radical Islamic group promises no attack on Ahmadiyah
A minute with: Martin Lawrence talking "Big Mommas"
S. Korean footballers Park, Cha out with injuries
Malaysia cancels controversial Iranian's concert
Orange warns Nokia-Microsoft against closed system |
Korea Line's fate to be decided in court
Scottish Deerhound 'best in show' in New York
China's microbloggers on new front of Internet |
Asia Naphtha-S Korea Samsung Total buys H2 March cargo
EDITORIAL: Pyongyang's ruler
ARM sees boost from high-end smartphones |
South Korea's Incheon Airport named world's best for 6th year
China announces shakeup of rare earths industry
Orbitz posts wider quarterly loss |
Toyota celebrates rare opening of Japan plant
Etisalat upbeat on Zain deal success |
LG puts hopes on 'next generation' 3-D TV
Airline group says China congestion big problem
Prince William, Kate to visit Canada post-wedding |
A minute with: Martin Lawrence talking Big Mommas |
Greece at new risk of being pushed off euro
Bodies of missing Tenn. mom, Jo Ann Bain, and daughter found
Female Breasts Are Bigger Than Ever
AMD Trinity Accelerated Processing Units Now in Volume Production
The Avengers (2012 film), made the second biggest opening- and single-day gross of all-time
AMD to Start Production of piledriver
Ivy Bridge Quad-Core, Four-Thread Desktop CPUs
Islamists Protest Lady Gaga's Concert in Indonesia
Japan Successfully Broadcasts an 8K Signal Over the Air
ECB boosts loans to 1 trillion Euro to stop credit crunch
Egypt : Mohammed Morsi won with 52 percent
What do you call 100,000 Frenchmen with their hands up
AMD Launches AMD Embedded R-Series APU Platform
Fed Should not Ignore Emerging Market Crisis
Fed casts shadow over India, emerging markets
Why are Chinese tourists so rude? A few insights

USD EUR - 1 year graph		BlogMeter 1.01