NVIDIA HAS HAD a bit of a tough time making its margins targets, according to its Chief Financial Office Marv Burkett. Burkett's comments are explored on top financial feed Barron's this morning.
Hidden in the post are a few choice cuts from our man Marv, who explains that G92 is not yielding as well as they might like it to - yeilds from them chip " were not what they wanted them to be", he says.
This has driven costs up and is an issue that is being fixed, Graphzilla reckons. Probably just in time for G92 to be scrapped for a new part.
But it seems Jen-Hsun is hurting for cash in his pocket - the green team's cash holdings dropped by $188 million over the last three months, as the company sought to consolidate - buying land around its corporate HQ in Satan Clara and buying back stock from shareholders to consolidate more power in the hands of the core team.
Analysts are concerned that Nvidia might have too much inventory in the channel, claims which Burkett dismissed. But, then, analysts were concerned that there wasn't enough inventory in the channel the quarter before, so it seems to be a case of petulant people poking at predicted performance. µ