http://www.visualwebcaster.com/event.asp?id=12272
NVDA Morgan Stanley Conference
by: atyguy (36/M/Montreal) 03/03/03 08:25 pm
Msg: 55287 of 55451
Just listened to the webcast. This is a different Jen-Hsun than I have heard on a couple of other occasions.
Focus of the discussion was on non-core business, but he touched on all segments.
When questioned on what he expected from his new FX GPU family, he hesitated and said that he foresees a good year for the "GPU market" with no real reference to the expected success of the FX family specifically. Said that they are going to market 0.15u mainstream versions of FX, as opposed to the "competitor" which is going with 0.15u in the high end and 0.13u in the mainstream. Says it will provide NVDA with more capacity to meet high-volume mainstream demands and calls it a "clever decision" that should benefit NVDA. Admitted his disappointement with 0.13u delays and problems.
With regard to XBox, said the arbitration process has ultimately helped relationship with MSFT, but when asked about XBox2 he was very ambivalent and said that it represented a significant "technology risk" to any company that undertook the challenge.
Uncharacteristically lavished praise on Sony's upcoming PS3 and its cell processor, insinuating that it would almost be miraculous to outdo it.
The only issue on which he sounded relatively confident was nForce2.
Lots of hesitation and uncertainty in his demeanor; he cleared his throat more often than Orton ever has, and sounded far less cocky and sure of himself than I've ever heard him.