MSI bald @ATI ??

[Unregistered]

NVDA has lost a large design win at Micro-Star (one of its largest customers) to ATYT; firm now believes that other designs at Micro-Star are at risk, given that they had been an NVDA-exclusive customer; additionally, firm believes NVDA's new GeForce FX line will ramp more slowly than expected due to low yields on both discrete and board-level products.

(Quelle: Computerbase)

[LiquidAcid]

Einem Yahoo-Finanzreport (http://finance.yahoo.com/mp#nvda) , hat NVIDIA einen seiner wichtigsten Partner , MSI an ATI verloren :


"8:34AM NVIDIA estimates trimmed at FBR on large design loss; target $11 (NVDA) 12.57: Friedman, Billings, Ramsey has learned that NVDA has lost a large design win at Micro-Star (one of its largest customers) to ATYT; firm now believes that other designs at Micro-Star are at risk, given that they had been an NVDA-exclusive customer; additionally, firm believes NVDA's new GeForce FX line will ramp more slowly than expected due to low yields on both discrete and board-level products; trims FY04 rev/EPS ests to $1.80 bln/$0.61 from $1.83 bln/$0.63 (consensus $1.82 bln/$0.59). Price target is $11."



Quelle: Rivastation

[BlueI]

Gibt's schon im Speku-Forum.