Comment: Story doesn't mesh with reality
By Charlie Demerjian: Monday, 07 July 2008
NVIDIA'S STOCK TOOK a long overdue beating the other day, more because Wall Street is collectively horrified that it has been lied to than any fundamentals that are public. That said, the 8K keeps up the firm's tradition of honesty and integrity. The root of the problem is, so far, HP notebooks, but likely others. You can see the HP page here, and at least one lawsuit about the same thing here. No mention of this in the Nvidia statement though. Why would they? If you look at what Nvidia says, it isn't their fault, it is those damn suppliers. The official line is: "While we have not been able to determine a root cause for these failures, testing suggests a weak material set of die/package combination, system thermal management designs, and customer use patterns are contributing factors". Parsing that, you see that they are blaming fabs and packaging suppliers first, OEMs second, and those damn users third, but they have no fault here, NV can do no wrong. This is really dangerous for three reasons: they are annoying suppliers, annoying OEMs and annoying users. Last we checked, they need all three to remain in business.
Read more here -->Link
No comments:
Post a Comment