Nvidia!Ein Klares Langfristinvestment! (Seite 581)

[donnerpower]

NVidia schlägt die Erwartungen deutlich

Der Grafikchipspezialist NVidia (Nachrichten) verdiente im zurückliegenden Vierteljahr, dass Ende September auslief, 15 cents je Aktie nach 9 cents im Vorjahr. Der Umsatz lag bei $515.6 Millionen nach $512.9 Millionen im Jahr zuvor. Analysten rechneten mit $509 Millionen Umsatz. Mit dem Ergebnis je Aktie konnte der ATI Technologies-Rivale zudem die Analystenerwartungen lt. First Call von 9 cents deutlich übertroffen werden

[donnerpower]

.....die Spannung steigt

[brada]

SIA Forecast: Record Chip Sales of $214 Billion 2004, Sales Flat at Record Level in 2005
Publish Date : 11/4/2004 1:11:00 PM Source : Technology News Onlypunjab.com

The Semiconductor Industry Association (SIA) today released its annual forecast for 2004-2007, predicting record sales of $214 billion in 2004 followed by essentially flat sales in 2005. The forecast projects that sales will grow by 6.3 percent in 2006 and by 14.2 percent to $259 billion in 2007. According to the SIA, projections of a less favorable supply-and-demand balance for memory products will be the major factor in dampening industry expansion next year. For the longer term, the new forecast projects a compound annual growth rate of 11.8 percent through the forecast period.


Jen-Hsun Huang, president and chief executive officer of NVIDIA Corporation, summarized the new forecast in a webcast with industry analysts and reporters today. "Semiconductor industry growth has been very strong this year," said Mr. Huang. "The SIA expects worldwide semiconductor sales to reach a record $214 billion in 2004, surpassing the previous record of $204 billion in 2000 and significantly exceeding last year`s forecast. When all the numbers are in, we expect that the year-on-year growth rate will be 28.5 percent.

"We are seeing a fundamental change in the forces that are driving the semiconductor industry," Mr. Huang told analysts.

"More than 50 percent of the $214 billion in semiconductors sold in 2004 will go into products purchased by consumers rather than corporate IT departments. This proportion will continue to grow in the years ahead as consumers all over the world are captivated by the richness and portability of digital media. Advances in computing, digital media processing, and wireless technology are enabling our industry to create lifestyle-changing devices and gadgets that we could only imagine a few years ago. The changing nature of our customers will affect every aspect of our business, from product design to marketing to demand forecasting," Mr. Huang continued.

Mr. Huang will also deliver the forecast presentation at tonight`s annual Forecast and Awards Dinner at the Fairmont Hotel in San Jose, California.

The SIA forecast includes detail on regional semiconductor markets and products. Key highlights of the forecast include:

Geographic Markets:

Americas Market: The Americas market was $32.3 billion in 2003. This market is projected to grow by 22.2 percent in 2004 to $39.5 billion; to decline by 4.5 percent to $37.7 billion in 2005; to grow by 4.2 percent to $39.9 billion in 2006; and to grow by 12.7 percent to $44.3 billion in 2007.

European Market: The European market was $32.3 billion in 2003. This market is projected to grow by 22.5 percent to $39.6 billion in 2004; to remain flat at $39.6 billion in 2005; to grow by 5.3 percent to $41.7 billion in 2006; and to grow by 13.1 percent to $47.2 billion in 2007.

Japanese Market: The Japanese market was $38.9 billion in 2003. This market is projected to grow by 22.7 percent to $47.8 billion in 2004; to grow by 0.2 percent to $47.9 billion in 2005; to grow by 5.3 percent to $50.8 billion in 2006; and to grow by 12.5 percent to $57.1 billion in 2007.

Asia-Pacific Market: The Asia-Pacific market was $62.8 billion in 2003. This market is projected to grow by 38.3 percent to $86.9 billion in 2004; to grow by 1.9 percent to $88.6 billion in 2005; to grow by 7.7 percent to $95.4 billion in 2006; and to grow by 16.2 percent to $110.8 billion in 2007.

Key Semiconductor Product Categories:

Total Semiconductors: The total worldwide semiconductor market was $166.4 billion in 2003. The global market is projected to grow by 28.5 percent to $213.8 billion in 2004; to remain flat in 2005; to grow by 6.3 percent to $227.2 billion in 2006; and to grow by 14.2 percent to $259.4 billion in 2007.

Discrete Components: The discrete components market was $13.3 billion in 2003. This market is projected to grow by 19.4 percent to $15.9 billion in 2004; to decline by 0.2 percent to $15.9 billion in 2005; to grow by 2.9 percent to $16.4 billion in 2006; and to grow by 7.7 percent to $17.6 billion in 2007.

Optoelectronics: The optoelectronics market was $9.5 billion in 2003. This market is projected to grow by 45.9 percent to $13.9 billion in 2004; to grow by 12.8 percent to $15.7 billion in 2005; to grow by 10.2 percent to $17.3 billion in 2006; and to grow by 15.4 percent to $20 billion in 2007.

Analog: The analog market was $26.7 billion in 2003. This market is projected to grow by 16.9 percent to $31.3 billion in 2004; to grow by 1.2 percent to $31.7 percent in 2005; to grow by 6.4 percent to $33.7 billion in 2006; and to grow by 17.1 percent to $39.5 billion in 2007.

MOS Logic: The MOS logic market was $36.9 billion in 2003. This market is projected to grow by 34.5 percent in 2004 to $49.6 billion; to grow by 1.7 percent to $50.5 billion in 2005; to grow by 5 percent to $53 billion in 2006; and to grow by 12.7 percent to $59.7 billion in 2007.

Microprocessors: The microprocessor market was $27.4 billion in 2003. This market is projected to grow by 9.7 percent to $30.1 billion in 2004; to grow by 2.3 percent to $30.8 billion in 2005; to grow by 5.5 percent to $32.5 billion in 2006; and to grow by 8.5 percent to $35.2 billion in 2007.

Microcontrollers: The microcontroller market was $10 billion in 2003. This market is projected to grow by 23.6 percent to $12.3 billion in 2004; to grow by 1.5 percent to $12.5 billion in 2005; to grow by 4.9 percent to $13.2 billion in 2006; and to grow by 14.9 percent to $15.1 billion in 2007.

Digital Signal Processors: The DSP market was $6.1 billion in 2003. This market is projected to grow by 28.2 percent to $7.9 billion in 2004; to grow by 6.9 percent to $8.4 billion in 2005; to grow by 15 percent to $9.7 billion in 2006; and to grow by 24 percent to $12 billion in 2007.

DRAM: The DRAM market was $16.7 billion in 2003. This market is projected to grow by 61.2 percent to $26.9 billion in 2004; to decline by 14.7 percent to $23 billion in 2005; to grow by 9.4 percent to $25.1 billion in 2006; and to grow by 20 percent to $30.1 billion in 2007.

Flash: The flash memory market was $11.7 billion in 2003. This market is projected to grow by 34.6 percent to $15.8 billion in 2004; to decline by 1.8 percent to $15.5 billion in 2005; to grow by 3.2 percent to $16 billion in 2006; and to grow by 14.7 percent to $18.3 billion in 2007.

[brada]

morgen werden gute zahlen veröffentlicht.

da ist noch genug luft nach oben.

[brada]

[donnerpower]

Bis zum Jahreswechsel könnte es noch mal schnell bis 20$ laufen!

[ostod]

01/21/2004 JEFFREY FISHER
Officer 10,500 NVDA Stock Gift
value of $211,816.50

12/12/2003 JAMES C GAITHER
Director 93,750 NVDA Open Market Sale
proceeds of $1,934,981.25

12/12/2003 JAMES C GAITHER
Director 93,750 NVDA Exercise of Stock Options
at cost of $164,062.50

12/12/2003 JAMES C GAITHER
Director 93,750 NVDA Proposed Sale (Form 144)
estimated proceeds of $1,953,750.00

12/04/2003 JULIE ANN YOUNGER
Trustee 680 NVDA Proposed Sale (Form 144)
estimated proceeds of $14,354.79

12/04/2003 JAMES C GAITHER
Affiliated Person 680 NVDA Proposed Sale (Form 144)
estimated proceeds of $14,354.79

11/24/2003 DANIEL F VIVOLI
Officer 29,785 NVDA Open Market Sale
proceeds of $597,278.60

11/24/2003 DANIEL F VIVOLI
Officer 29,785 NVDA Exercise of Stock Options
at cost of $174,986.87

11/24/2003 DANIEL F VIVOLI
Officer 29,785 NVDA Proposed Sale (Form 144)
estimated proceeds of $623,995.75

11/21/2003 MARK A STEVENS
Director 85,000 NVDA Exercise of Stock Options
at cost of $191,250.00


und noch was.
die herren schonen wohl ihre bilanz, die gehälter werden wohl in stock-optionen gezahlt, das sind verdeckte kosten.
in jedem fall erscheinen mir optionen der einzelnen manager
entschieden zu hoch, naja jeder bereichert sich wie er kann.
und hofft auf dumme shareholder die das lange zeit durchstehen, die guys gehen inzwischen mit 10 mille $
nach hause, was solls, dumme gibt es immer wieder.

[ostod]

05/19/2004 JEFFREY FISHER
Officer 25,000 NVDA Proposed Sale (Form 144)
estimated proceeds of $536,500.00

05/19/2004 JEFFREY FISHER
Officer 25,000 NVDA Open Market Sale
proceeds of $544,250.00

05/19/2004 JEFFREY FISHER
Officer 25,000 NVDA Exercise of Stock Options
at cost of $536,500.00

05/19/2004 DANIEL F VIVOLI
Officer 30,628 NVDA Open Market Sale
proceeds of $660,986.44

05/19/2004 DANIEL F VIVOLI
Officer 20,628 NVDA Exercise of Stock Options
at cost of $330,048.00

04/15/2004 DI MA
Officer 6,600 NVDA Exercise of Stock Options
at cost of $94,182.00

03/04/2004 DANIEL F VIVOLI
Officer 15,215 NVDA Open Market Sale
proceeds of $334,836.31

03/04/2004 DANIEL F VIVOLI
Officer 15,215 NVDA Exercise of Stock Options
at cost of $89,388.12

03/04/2004 DANIEL F VIVOLI
Officer 15,215 NVDA Proposed Sale (Form 144)
estimated proceeds of $340,055.25

02/18/2004 JEFFREY FISHER
Officer 50,000 NVDA Open Market Sale
proceeds of $1,175,450.00

onla for information, daß die leute auch verstehen zu verkaufen

[ostod]

263,852 Purchase at $12.9247

bravo jeder $ über dem einstand sind 263 000 für den
eigenen säckel. bei 5 $ mehr hat er ne mille gewonnen.
du wirst doch nicht glauben daß der langfristig agiert.
der nimmt seine kohle und kauft sich ne villa, ne neue yacht oder so.
die gekauften shares kriegst du alle wieder zurück.
die jungs haben halt mal bottomfishing getrieben,
das ist ok, daraus langfristigkeit zu entnehmen, kann
unter umständen nicht nachhaltig sein.
die jungs verschenken nix. aber auch gar nix. und gierig
brauchen die nicht sein, die kriegen ihre chance immer wieder. und je mehr spiele umso mehr kohle.

oder?

[brada]

9-Sep-04 COXE, TENCH
Director 170,000 Option Exercise at $2.25 - $4.0938 per share. N/A
3-Sep-04 GAITHER, JAMES C.
Director 263,852 Purchase at $12.9247 per share. $3,410,207
3-Sep-04 COXE, TENCH
Director 263,852 Purchase at $12.9247 per share. $3,410,207
3-Sep-04 COXE, TENCH
Director 24,627 Purchase at $12.9247 per share. $318,296
19-Aug-04 GAITHER, JAMES C.
Director 22,358 Purchase at $11.50 per share. $257,117
19-Aug-04 COXE, TENCH
Director 22,358 Purchase at $11.50 per share. $257,117
19-Aug-04 COXE, TENCH
Director 2,087 Purchase at $11.50 per share. $24,000
18-Aug-04 GAITHER, JAMES C.
Director 108,811 Purchase at $11.27 per share. $1,226,299
18-Aug-04 COXE, TENCH
Director 108,811 Purchase at $11.27 per share. $1,226,299
18-Aug-04 COXE, TENCH
Director 10,156 Purchase at $11.27 per share. $114,458
17-Aug-04 GAITHER, JAMES C.
Director 350,266 Purchase at $10.78 per share. $3,775,867
17-Aug-04 COXE, TENCH
Director 350,266 Purchase at $10.78 per share. $3,775,867
17-Aug-04 COXE, TENCH
Director 32,692 Purchase at $10.78 per share. $352,419
17-Aug-04 STEVENS, MARK A.
Director 160,000 Purchase at $10.9741 per share. $1,755,856
12-Aug-04 SHANNON, DAVID M
General Counsel 4,000 Purchase at $10.33 per share. $41,320
12-Aug-04 SEAWELL, A. BROOKE
Director 50,000 Purchase at $10.32 per share. $516,000
15-Jun-04 STEVENS, MARK A.
Director 100,000 Option Exercise at $4.0937 per share. $409,370
21-May-04 SEAWELL, A. BROOKE
Director 25,000 Purchase at $20.9666 per share. $524,165
19-May-04 VIVOLI, DANIEL F.
Vice President 20,628 Option Exercise at $16 per share. $330,048