NVIDIA Corp (NVDA)
The company deals in world-wide programmable graphics processor technologies. Its major product-line operating segments are: graphics processing units, media and communications processors, handheld and consumer electronics.
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GPU segment is losing steam. And more worrisome is the rate at which the PSB (professional) is also declining. Both of these are economy impacted, and so I'll stick an underperform for a year until companies and users are more sure of the economic outlook.
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This company has suffered severe lawsuits and may not recover soon. Be careful if you are planning to invest short term with this stock because it may continue to go down.
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I WILL BUY AT @9.01 a SHARE
IT WILL DROP.
IN THE MEAN TIME SELLING ALL AND BUYING INTO THE ,
S%P VIX,OIL VIX,& THE NAS VIX, THEY ARE THE ONLY THING I SEE GOING UP IN THE NEXT 3 WEEKS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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graphics continue to improve.nvidia best of lot.
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ATI just makes a better card. Crossfire technology is superior to Crossfire reverse engineered SLI. Intel and Nvidia can't seem to get along. AMD doesn't have to worry about this legal bottleneck because ATI is a division of AMD.
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Nvida has several things working against them. Integrated graphics chipsets are becoming more capable of handling graphics intensive tasks. Even gaming is now in reach. AMD/ATI and Intel will own this space.
The price competition in discrete graphics cards is more aggressive than ever and I don't see this easing with integrated graphics taking larger and larger shares of new computer purchases.
With the merger of AMD/ATI, Nvidia and Intel should have become closer than ever. Instead, Intel and Nvidia are at each others throats. I see Intel successfully invading Nvidia's space with integrated graphics, but Nvidia failing in their attempts to invade Intel's space in CPUs.
Nvidia may have some room to grow in the mobile space and super computing, but I see the rest of their business on a slow inevitable decline.
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NVIDIA is looking at taking on intel in the x86 market. No one has ever done this successfully over time, and NVIDIA won't either. It's not a wise move and not one where they are likely to succeed.
The netbook market is new and sexy, but it's also a market that intel owns. The margins are small, but intel has to spend very little R&D on it. NVIDIA on the other hand will have to pour money into it just to get started.
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With a big time shift towards console gaming and netbooks, look for slow, lumbering growth in the video card market.
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Sorry, but new computer sales will slow therefore slowing the demand for the video cards.
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Insider sales are disconcerting, sounds like a vote of no-confidence to me. Sure, every PC basically needs one, but I would argue that for the most part, GPU's are commodity parts and not everyone needs the latest and greatest. Your average Joe doesn't need to play Crysis.
I'm not convinced of their CUDA stuff initiative either. How does it bring value to the average consumer who has a CUDA-compatible nVidia GPU?
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It would be silly to short apple and then go long nvda..momentum investors never make money...except for people who are shorting everything for the last 3 months...haha
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weak consumer through the holiday season.. investor confidence shaky, increased competition
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I have owned this stock! Management is no longer believable.
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I love the cards, but everybody is poor right now.
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With everyone going on about "...hard economic times..." I find it hard to believe that a luxury item like a GPU is going to come out good in Q4.
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With AMD now in the graphics arena, people will always gravitate to whats new. NVDA has lost market share and I believe this trend will continue. AMD does not like to be 2nd in any sector of their business so NVDA watch out.
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Insiders took some money off the table I see. No insiders have purchased this stock for a long time now. A quick look at the charts tells the story; That all is not well here and that we are missing a key piece to the puzzle of why a great company's chart looks like an elevator with a broken cable. Huge gap down and a crash below the 50 Day and 200 Day moving average. It also crashed through its July 2006 support...very bearish indeed.
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Sue by Rambus, losing market share to ATi due to poor VGA card pricing and lower than expected performance, notebook video card recall etc, whole technology market is down etc...
Too many negative issue now, probably will continue to struggle until early next year. Have potential next year, but just dont know where is the bottom for this year.
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Faulty chips, no free drivers. NVIDIA needs to clean up their act.
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short term drop, check SIGM for reference.

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