The Analyst To Clarify His Concern For Nvidia

Gill downgraded its shares rose celebration

Needham analyst Rajvindra Gill, is to clarify why it was so hard Nvidia has had to jump after the company's stock price.

Gill downgraded the company even though it was a great leap in graphics processing unit (GPU) market share over AMD.

But Gill said he is worried about sales office charts.

Mercury Research shows that the total sales of desktop discrete graphics were reduced by 15 percent. While the proportion of Nvidia in the market remained virtually unchanged during the quarter, which have been lost shedloads. There is also concern that the gap between integrated Intel graphics on the desktop and what Nvidia and AMD has a unique narrow, making it vulnerable desktop discrete graphics.

Gill said the next version of Barrons Sandy Bridge will provide a noticeable improvement in the relative power and low power consumption "compared to discrete components. He sees desktop discrete graphics as still being at risk and" attach rate "for desktop GPUs are decreasing over time, not up. Sales of notebook discrete graphics on the back shipments of Sandy Bridge is temporary, and that over time, mobile discrete graphics are also at risk in general said Gill.

He noted that sales in China accounted for 60 percent of revenues Nvidia GPU. But they are in danger of fiscal tightening there, and cooling consumer spending.

Category:

0 komentar:

Posting Komentar