Latest Articles
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Can Project Denver Justify Nvidia’s Stock Run?
Nvidia (NASDAQ:NVDA) has traditionally competed in the graphics processor business with Intel (NASDAQ:INTC) and AMD (NYSE:AMD), but is now looking to expand its horizons. The company’s stock has had a tremendous run over the past month, inc...
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AMD’s New GPU Launch Unlikely to Spark Continued Market Share Gains
AMD (NYSE:AMD) and Nvidia (NASDAQ:NVDA) are market leaders when it comes to the discrete graphics business. We estimate that discrete GPU business constitutes roughly 12% of AMD’s stock value, including about 7% from discrete desktop GPUs a...
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Intel’s Sandy Bridge Could Spell the End of Nvidia’s Integrated Business
Nvidia (NASDAQ:NVDA) is a leader in the graphics cards business and competes with AMD (NYSE:AMD) and Intel (NASDAQ:INTC). The graphics cards business is essentially comprised of discrete graphics cards and integrated graphics cards. While discret...
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Intel’s Sandy Bridge Processor Could Halt ASP Decline
Intel (NASDAQ:INTC) is going to luanch its next generation CPU (central processing unit) architecture Sandy Bridge in January 2011. The Sandy Bridge processor is essentially a CPU that has GPU (graphics processing) integrated within. The graphics...
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Growing Atom Share Adds Little Value to Intel Stock
Intel’s (NASDAQ:INTC) Atom processors are being widely used in netbooks and tablet PCs, which justifies the company’s growing market share. Further ahead, we expect Atom’s market share to grow as it enters the smartphone and tab...
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Nvidia’s Mobile & Gaming Chips Could Lift Outlook
Nvidia’s (NASDAQ:NVDA) revenues from mobile computing chips like Tegra and GoForce have started to rise, and we expect this trend to continue at a faster pace led by growing adoption of smartphones, PDAs, portable media players, gaming cons...
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Qualcomm’s Downside if Chip Prices Continue to Fall
Qualcomm (NASDAQ:QCOM) chipsets pricing will likely decline around 10% in 2010 from around $18.10 in 2009 to $16.30 in 2010, based on our estimates. This pricing decline is much faster than the average 4% decline that Qualcomm’s chipsets experien...
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Nvidia’s Downside Limited if Desktop PC Sales Drop
Nvidia (NASDAQ:NVDA) designs and develops graphics processing units (GPUs), which are high performance processors that generate realistic and interactive graphics on computers. The company competes with AMD (NYSE:AMD) in discrete and integrated G...
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Can the Kinect Move Microsoft’s Stock?
Microsoft (NASDAQ:MSFT) recently announced that it sold more than 2.5 million Kinect motion sensors for its Xbox 360 game console globally since it was launched on November 4th, 2010. Microsoft competes with Nintendo (PINK:NTDOY) and Sony (NYSE:...
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Lowered PC Shipment Forecasts Negative for Microsoft
Gartner, a market research firm, recently issued a revised forecast for PC shipments in which it lowered the PC market outlook for 2010 and 2011. According to the report, the emergence of tablets and smartphones and the weak economic outlook in d...
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Nvidia’s 3 Stock Drivers to Watch
Nvidia (NASDAQ:NVDA) designs and develops graphics processing units (GPUs), which are high performance processors that generate realistic and interactive graphics on computers. The company competes with AMD (NYSE:AMD) and Intel (NASDAQ:INTC) in t...
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Xbox’s Prices Dropping, Impact on Microsoft Small but Growing
The average price of Microsoft’s (NASDAQ:MSFT) gaming console Xbox is falling, and we expect this trend to continue in light of competition from Sony’s (NYSE:SNE) PlayStation and Nintendo’s (OSA:7974) Wii and DS gaming consoles. The upshot ...
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Qualcomm a Winner in Mobile vs. PC Debate
Qualcomm (NASDAQ:QCOM), a leading CDMA chipset maker, sits at the center of a trend we see where traditional technology industry rivalries, such as AMD (NYSE:AMD) vs. Intel (NASDAQ:INTC) or AMD vs. nVidia (NASDAQ:NVDA), are being overshadowed b...
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Intense Competition Could Slash Nvidia’s Desktop Chip Pricing
Nvidia (NASDAQ:NVDA), which manufactures Graphics Processor Units (GPUs) for desktop PCs, is under stiff competition from AMD’s (NYSE:AMD) ATI Radeon-branded graphics cards. The increasing competition has resulted in a decline in Nvdia̵...
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Intel Beefs Up On Mobile With Infineon Deal
Intel (NASDAQ:INTC) plans to acquire the wireless business unit of Infineon Technologies AG in an attempt to deepen its penetration of the mobile device market. Historically, Intel has focused on producing chips and processors for PC manufactur...
