Financial Analysts Are in Love with Nvidia's Tegra
Nvidia appears to be regaining trust from analysts - not so much because of its Kepler discrete graphics cards, but a general sentiment that Tegra 3 will succeed and drive revenues.
An analyst note published by Wells Fargo chip analyst David Wong discusses Nvidia's Nexus 7 design win as well as the upside potential of Windows RT for the company.
Barron's quoted Wong's interpretation of Nvidia's business, in which the analyst especially notes "Nvidia’s graphics expertise as a potential competitive strength in applications processors, and its lack of any history in communications chips (baseband or connectivity chips) to be a weakness." He concluded that Nvidia will have "more opportunity in the tablet market than in the smartphone market." He expects Nvidia shares in a valuation range of $15.50 to $18.50, up from $14.05 at market close today. Wong's estimate puts Nvidia at a similar level as the company traded in mid-2011.
FBR, Thinkequity, Wedbush, BMO, Susquehanna, RBC, Deutsche Bank, Citigroup, UBS, Jefferies, and Barclays have listed their price targets for Nvidia as well, with some analysts believing that Nvidia's stock could hit $20. As a reference, Nvidia's highest valuation so far in October 2007, when the stock hit $37.39.
But the market hasn't closed today yet... *starts trading futures*
That is great engineering in all sense of the word.
People should realize that u get a significant increase in perf and battery life simply by changing the process from 40 to 32/28 nm
Not on par... No Tegra3 tablet in the market at the moment can do faster GFX even against the 1+ year old ipad2(1024×768) with the dual core SGX543.
You know their geforce GPU sucks when even their own tegra games lag a bit and some even default to a low resolution just to get more fps (See riptide,shine runner, GTA3).
Even the Mali400 in the latest samsung devices completely leave the geforce gpu in the dust.
What's the point of more cores when there are ZERO apps making use of them. nvidia should've went with faster graphics.. but instead the just rely on their marketing machine to fool people: 12 COAR GPU!!!!
Also 40nm fail when you competitors are 32nm and 28nm...
http://3.bp.blogspot.com/-xbWQbt6wZ2A/UAkURv_rH_I/AAAAAAAAB8Q/FwNqdE7rgUo/s1600/fu.jpg