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Microsoft, Oracle: Tech Winners & Losers

Posted by admin | Posted on 20-06-2012

Category : Stocks

Tags: companies, industry, microsoft, msft, nvda, software, tablet, view

NEW YORK (TheStreet) — Following the debut of Surface, shares of Microsoft climbed 2.88% to $30.70. Shares of Apple, which will be Microsoft’s primary competitor in the tablet space, rose a modest 0.28% to close at $587.41.

Nvidia’s Tegra 3 Chips will be used in a model of the Surface Tablet. Shares of the graphics-chip producer popped 6.73% to $13.23 on Tuesday.

See companies poised to benefit from the Microsoft Surface …

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Originally posted here: Microsoft, Oracle: Tech Winners & Losers

Nvidia: Apple’s WWDC Winner

Posted by admin | Posted on 13-06-2012

Category : Business

Tags: analyst, announced, click, doug, gadgets, hardware, macbook, note, nvda, positive, top, wwdc

SAN FRANCISCO, Calif. (TheStreet) – Chip maker Nvidia was one of the big winners at Apple’s Worldwide Developers’ Conference (WWDC) this week thanks to the tech giant’s MacBook upgrade.

During the WWDC opening keynote on Monday Apple announced a revamp of its MacBook Pro, adding a Graphics Processing Unit (GPU) from Nvidia.

“Apple announced an Nvidia design win for its refreshed MacBook Pro line-up, which affirms recent news reports that Nvidia GPUs will supplant AMD GPUs,” explained Doug Freedman, an analyst at RBC Capital Markets, in a note. “The win for Nvidia is an incremental positive as the company reestablishes presence at Apple, a share gainer.” …

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Nvidia, Bed Bath & Beyond: S&P Gainers

Posted by admin | Posted on 11-05-2012

Category : Business

Tags: amat, bath, equities, hardware, nvda, price, quarter, quote, share, thestreet, view, wsm, year, ^gspc

NEW YORK (TheStreet) – Nvidia and Bed Bath & Beyond were among the best-performing stocks in the S&P 500 on Friday.

The S&P 500 lost 4.6 points, or 0.34%, to close at 1,353.39.

Shares of Nvidia rose 6.36% to $13.21. The chip maker reported first-quarter earnings of $60.4 million, or 10 cents a share, with revenue of $924.9 million, down from year-earlier earnings of $135.2 million, or 22 cents a share, on revenue of $962 million. …

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Google’s (GOOG) Nexus tablet, developed in partnership with Asus, will be arriving in July, reports The Verge. Though Asus introduced a similar product at CES in January, Google is looking to find ways to lower the device’s price from $249 to…

Posted by admin | Posted on 06-04-2012

Category : Stocks, World News

Tags: cheaper, chip, developed, device, goog, google, nexus, nvda, partnership, tablet, tegra

Google’s (GOOG) Nexus tablet, developed in partnership with Asus, will be arriving in July, reports The Verge. Though Asus introduced a similar product at CES in January, Google is looking to find ways to lower the device’s price from $249 to 199. That could mean swapping out the tablet’s quad-core Nvidia (NVDA) Tegra 3 chip for something cheaper. Post your comment!

View post: Google’s (GOOG) Nexus tablet, developed in partnership with Asus, will be arriving in July, reports The Verge. Though Asus introduced a similar product at CES in January, Google is looking to find ways to lower the device’s price from $249 to…

"Apple has just ushered in the era of the super high-resolution computer display," says James Kendrick, predicting rivals will be forced to match the new iPad’s much-praised (I, II) display. Both LCD panel makers such as [[AUO]] and…

Posted by admin | Posted on 18-03-2012

Category : Stocks, World News

Tags: amd, apple, comment, display, estimates, flagship, high, nvda, post, proliferate, waiting

“Apple has just ushered in the era of the super high-resolution computer display,” says James Kendrick, predicting rivals will be forced to match the new iPad’s much-praised (I, II) display. Both LCD panel makers such as AUO and LPL, and graphics chip vendors such NVDA and AMD, would benefit if high-res displays proliferate. Meanwhile, Gene Munster estimates 54% of the people waiting in line at Apple’s flagship Manhattan store were first-time iPad buyers. (more) Post your comment!

Link: "Apple has just ushered in the era of the super high-resolution computer display," says James Kendrick, predicting rivals will be forced to match the new iPad’s much-praised (I, II) display. Both LCD panel makers such as [[AUO]] and…

Apple, Big Techs Will Keep Deal Powder Dry

Posted by admin | Posted on 15-03-2012

Category : Business, Stocks

Tags: banks, csco, disappointed, moody, nvda, private equity, richard, senior, shopping

NEW YORK (TheStreet) — Apple’s disdain for big M&A deals despite a growing cash war chest is not just holdover philosophy from Steve Jobs.

Apple and many of the largest U.S. tech companies will back off from U.S. acquisitions for one simple reason: The taxman.

Although a recent report by Moody’s shows that the overall pile of U.S. corporate cash grew 3% to $1.24 trillion in 2011, deal makers giddy on the prospect that cash rich tech companies like Apple, Microsoft, Cisco, and Google will go on a U.S. shopping spree may be disappointed, says Richard Lane, senior vice president at Moody’s.

…

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AMD Steps Up Efforts in Server Market

Posted by admin | Posted on 08-03-2012

Category : Business, Stocks

Tags: click, deal, energy, hardware, nvda, pack, performance, price, quote, research

The following commentary comes from an independent investor or market observer as part of TheStreet’s guest contributor program, which is separate from the company’s news coverage.

NEW YORK (Trefis) — In a move to improve its performance in the server market, AMD recently announced plans to acquire SeaMicro for a payment of $334 million.

SeaMicro builds micro servers that essentially pack together several chips to save space and energy. The deal attempt is an attempt to improve upon AMD’s company’s consistently poor performance compared to Intel in the server market over the past few quarters.
…

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See the article here: AMD Steps Up Efforts in Server Market

What’s New in the New iPad

Posted by admin | Posted on 07-03-2012

Category : Business, Stocks

Tags: aapl, click, consumers, excited, gadgets, hardware, industry, ipad, nvda, order, research, speculation, weeks

NEW YORK (TheStreet) -
Ending weeks of speculation, Apple has released the latest version of the iPad, named rather simply, “The New iPad.”

Not the iPad Hd or iPad 3 that had been speculated, just “The New iPad.”

Even still, there are several new features which are sure to get tech pundits and consumers excited about the new tablet, available now for pre-order. It will officially go on sale March 16.

…

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Read the rest here: What’s New in the New iPad

Developers have mixed feelings about the high-res display expected to accompany the iPad 3. Graphics-intensive iPad 3 apps will require much more processing power and video memory than comparable iPad 2 apps, and could also be much larger. But while…

Posted by admin | Posted on 03-03-2012

Category : Stocks

Tags: comment, display, expected, extra, ipad, nvda, post, qcom, rival, vendors

Developers have mixed feelings about the high-res display expected to accompany the iPad 3. Graphics-intensive iPad 3 apps will require much more processing power and video memory than comparable iPad 2 apps, and could also be much larger. But while developers aren’t thrilled, the extra demands placed by the display could benefit mobile processor vendors such as QCOM, NVDA, and TXN, should rival tablet makers follow suit. Post your comment!

Read the original: Developers have mixed feelings about the high-res display expected to accompany the iPad 3. Graphics-intensive iPad 3 apps will require much more processing power and video memory than comparable iPad 2 apps, and could also be much larger. But while…

Texas Instruments Chips Away at Competition

Posted by admin | Posted on 01-03-2012

Category : Stocks

Tags: anticipation, arm, began, core, equities, mobile, nvda, test

The following commentary comes from an independent investor or market observer as part of TheStreet’s guest contributor program, which is separate from the company’s news coverage.

NEW YORK (Trefis) — Texas Instruments has released a marketing video comparing an Android tablet running one of its OMAP 5 SoCs (probably an OMAP5430) with its two ARM Cortex A15 cores against Nvidia’s Tegra 3 quad-core with four ARM Cortex A9 processors and additional power-efficient companion core.

The video, which came out in anticipation of the Mobile World Congress 2012 in Barcelona that began on Monday, illustrates a benchmark test that compares Webpage loading speeds between the tablets. According to the results, the TI OMAP5 tablet finishes its benchmark in 95 seconds whereas the Tegra 3 tablet finishes in almost double the time.

…

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