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Novedge Pulse — Ralph Grabowski

Blog post: “Lovable Analyst Quotes”

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Nov 5, 09 — WorldCAD Blog
Lovable Analyst Quotes
From the nVidia conference call, sayings by analysts that just ring clear to our ears:

I guess from an end demand perspective, first and foremost, beyond the limitations on the supply side, are you seeing any sort of abnormal seasonality or inventory related impact on demand as we look into the fourth quarter?
     - Ross Seymore - Deutsche Bank

I guess first of all on the gross margins, could you maybe give us some quantification about how much of that improvement was driven by improved mix with the transition to 55 and 40-nanometer and how much was driven by better product cost based on that or better mix based on more workstations or just higher end GPUs?
      - James Schneider - Goldman Sachs

Do you have a framework for how we should think about seasonality for the beginning of next year?
     - Tim Luke - Barclays Capital


And finally, some advice for companies who raise prices:

Q: Ddoes that imply that you are able to raise prices in this environment?

nVidia CEO Jen-Hsun Huang: We don't raise prices. There's no such thing. I mean, raising prices because demand is high is just bad mojo, man. You don't want to go there.

Source.


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