[seekingalpha] NVIDIA CEO Qtr End 10/25/09 stats and Q&A Session - Overclock.net

K3VL4R · 1 Week Ago

Quote:

Nvidia CEO Jen-Hsun Huang Speaks

"There is -- and the enthusiasm behind FIRMY, our next generation GPU architecture, is just out of this world. I mean, it’s just way over the top. And the reason for that is this is because the first brand new architecture we have created in four years and instead of an incremental change to DX11, this is a fundamentally new architecture and the performance is fabulous. And so we are expecting to be very successful with FIRMY and all of its derivatives."

"The yields are improving. I would say that without exception, yields are better today than it was at the beginning of last quarter. [TSMC] and Moores and his entire management team are just intensely focused on this and they are making progress every single day."

"the market is anxiously waiting and we have enthusiasts all over the world that are waiting for us to ship it. You know, every four years or so, we revolutionize the GPU with a brand new architecture. If you remember the G80, what became the GeForce 8800, was probably one of the most successful products in the history of our company and we’ve been doing incremental changes to G80 since then."

"And now with FIRMY, it’s another revolutionary architecture and I’m expecting to take the GPU market up another notch.

And relative to the competition, the market has really spoken -- although it’s a fast chip, it’s not that fast and it is basically an RV770 with DX11"

"There is not a single customers that we have not at some level let down during the quarter and there is not one customer we will not let down in Q4"

"We don’t raise prices. There’s no such thing. I mean, raising prices because demand is high is just bad mojo, man. You don’t want to go there."

http://seekingalpha.com/article/1717...all-transcript

note: SA tags not used to avoid confusion with semiaccurate

saulin · 1 Week Ago

This sure deserves a good read.

Mmmmm Fermi could be something big after all. It might explain why ATI seems to be working so hard on their next video cards already.

CAHOP240 · 1 Week Ago

Anyone got the cliffnotes?

K3VL4R · 1 Week Ago

Quote:

Originally Posted by saulin

This sure deserves a good read.

Mmmmm Fermi could be something big after all. It might explain why ATI seems to be working so hard on their next video cards already.

Yeah it is nice to see an article that has some professionalism to it instead of some biased writer rewording information just to attract attention to the article.

This Q&A interview (if you look at who the questioners are) seems to be an investor meeting so it gives clean info on updates at what is has been and will be going on at Nvidia. Of course they do say that Fermi > 58XX, but not in the trash talk manner that we have seen in here lately with some of the X > Y and Y > X articles lately.

DaMirrorLink · 1 Week Ago

can anyone post a shortened version or a paraphrased version for those who do not feel like reading 10+ pages worth of text?

003 · 1 Week Ago

Fantastic read.

PsikyoJebus · 1 Week Ago

That was quite a good read. It seems like Jensen is putting a crapload of faith into this new FIRMY chip. He's talking about it like it's the next G80. I did get a kick over the investors asking about the chipsets, hahaha.

The other thing that kind of threw me off was the fact that they were talking about being constantly sold out of G200 products and gaining good profits with them. I was under the impression that they were selling these things at a loss.

Dopamin3 · 1 Week Ago

Fantastic read.

Daveros · 1 Week Ago

Quote:

Originally Posted by 003

Fantastic read.

Quote:

Originally Posted by Dopamin3

Fantastic read.

What the..?

Are you guys twins or something?

Adrienspawn · 1 Week Ago

I thought this was kinda cute

Quote:

Jen-Hsun Huang

I think as you can imagine, the conversation is really on supply and most of our conversations with our customers are all very emotional and all related to supply. We wish we could give them more. They wish we could get them more and this is a conversation we have with 100% of our customers. There is not a single customers that we have not at some level let down during the quarter and there is not one customer we will not let down in Q4 and we all feel terrible about it and we are beating ourselves up over it and you can tell from my tone that this is something that I am obviously not very happy about. But we are doing everything we can and I know all of our suppliers are doing everything they can.

Analyst for Craig Berger - Friedman, Billings, Ramsay

And does that imply that you are able to raise prices in this environment?

Jen-Hsun Huang

We don’t raise prices. There’s no such thing. I mean, raising prices because demand is high is just bad mojo, man. You don’t want to go there.

		Overclock.net - Overclocking.net > Industry News > Hardware News
[seekingalpha] NVIDIA CEO Qtr End 10/25/09 stats and Q&A Session

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)