Semapa paga 148 milhões pela Imedexa na primeira compra fora do país

[Fan do Cinzento]

Ertai,
não sei se por momentos ficou suspensa, mas neste momento cota a10.93, depois de ter feito um mínimo no after de 10.45. Quer dizer, falamos de um tombo , depois de encerrada a sessão, de 14.5 para 11...lol..bolas quase 25 %.


Cumprimentos

Fan do Cinzento

[Ertai]

Quanto a CSCO não sei nada dos fundamentais..

Mas a regra de ouro é comprar quando os insiders estão a comprar

Por isso acho muito bom sinal..


E agora voltando a NVDA... até pararam de negociar a NVDA em after-hours... penso que vai já a perder uns 25% ! Realmente Wall-street têm jeitinho para exagerar nas reacções...

Seja qual o preço que for na abertura, a NVDA vai andar muito volátil nos próximos meses...

[homemdoswarrants]

Estimativas para os resultados da csco de dia 10 de agosto, tem?
Os directores estao a comprar aos milhoes.
Saberao eles alguma coisa boa?

[Ertai]

Foram abaixo do esperado.
Os tais rumores da redução do número de chips fabricados estavam certos.

O interessante é que apesar de ter sido um "flop" nos lucros, o 3º Quarter promete bastante uma vez que entrou na liderança com o novo chip Geforce 6 que entrou a pouco mais de um mês no mercado...

Ou seja, como era de esperar, estes resultados eram baseados nos chips antigos, e isso verificou-se na queda das cotações..

Uma vez que as quedas do último mês parecem ter previsto esta quebra dos lucros, vamos ver como começa a reagir neste mês de Agosto..

aqui fica a notícia:

NVIDIA Reports Operating Results for Second Quarter Fiscal Year 2005

SANTA CLARA, Calif., Aug. 5 /PRNewswire-FirstCall/ -- NVIDIA Corporation (Nasdaq: NVDA) today reported financial results for the second quarter of fiscal 2005 ended July 25, 2004.

(Logo: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO )

For the second quarter of fiscal 2005, revenue was $456.1 million, compared to $459.8 million for the second quarter of fiscal 2004. Net income for the second quarter of fiscal 2005 was $5.1 million, or $0.03 per diluted share, compared to net income of $24.2 million, or $0.14 per diluted share, for the second quarter of fiscal 2004.

Revenue for the six months ended July 25, 2004 was $928.0 million, compared to revenue of $864.8 million for the six months ended July 27, 2003. Net income for the six months ended July 25, 2004 was $26.5 million, or $0.15 per diluted share, compared to net income of $43.9 million, or $0.26 per diluted share, for the six months ended July 27, 2003.

"Q2 was challenging and disappointing as the desktop GPU segment declined significantly as a result of several unusual market events," stated Jen-Hsun Huang, president and CEO of NVIDIA. "A major highlight, however, was shipping significant volumes of our GeForce(TM) 6800, the industry's first Shader Model 3.0 GPU. We have once again taken the technology lead with GeForce 6 and are aggressively driving it deeper into the mainstream and value desktop, notebook and professional business segments. Our bold strategy to bring a fundamentally new architecture to the PCI Express transition has resulted in winning key design wins in each segment."

Second Quarter Fiscal 2005 Highlights

* NVIDIA launched volume production of its desktop GeForce 6800
family, which includes the 6800 Ultra, 6800 GT and 6800. The
GeForce 6800 Ultra and GT were recently named the recommended GPUs
for id Software's Doom 3(TM), regarded as one of the most highly-
anticipated PC games in history.
* NVIDIA announced SLI(TM), or Scalable Link Interface, a patent
pending technology which enables multiple GPUs in a PCI Express
system. By combining two GeForce 6 GPUs in a single system,
consumers can nearly double the performance over a single GeForce
6-based system.
* NVIDIA nForce(TM) family was awarded top honors as the chipsets of
choice for each of the high-end, mid-range and low-end AMD-based
motherboards by AnandTech, one of the leading IT sources for
hardware analysis and industry news.
* NVIDIA announced the Mobile PCI Express Module, or MXM(TM), a common
graphics module for PCI Express-based notebook PCs. MXM was jointly
designed by NVIDIA and the industry's leading notebook Original
Design Manufacturers (ODM), including Quanta, Wistron, FIC, Uniwill,
Clevo, AOpen, Tatung, Arima, Asustek and Mitac.
* NVIDIA launched volume production of its GoForce(TM) 4000 wireless
media processors designed into next generation Motorola and
Mitsubishi cell phones. NVIDIA also announced a new design win for
its GoForce 2100 with Samsung Electronics' new SCH-M500 Mobile
Intelligent Terminal.
* The NVIDIA Quadro(R) FX 4000 SDI, the TV and broadcast industry's
first graphics-to-video-out capable solution connected to
programmable graphics, captured the NAB Video Systems Hit Pick 2004
Award, a distinction for products that are expected to make
significant impacts on its industry.

NVIDIA will conduct a conference call with analysts and investors to discuss its second quarter fiscal 2005 financial results and current financial prospects today at 2:00 P.M. Pacific Time (5:00 P.M. Eastern Time). To listen to the call, please dial (706) 679-0543. A live web cast (listen-only mode) of the conference call will be held at the NVIDIA investor relations web site http://www.nvidia.com and at http://www.streetevents.com . The web cast will be recorded and available for replay until the Company's conference call to discuss its financial results for its third quarter fiscal 2005.

About NVIDIA

NVIDIA Corporation is a market leader in visual computing technology dedicated to creating products that enhance the interactive experience on consumer and professional computing platforms. Its graphics and communications processors have broad market reach and are incorporated into a wide variety of computing platforms, including consumer digital-media PCs, enterprise PCs, professional workstations, digital content creation systems, notebook PCs, military navigation systems and video game consoles. NVIDIA is headquartered in Santa Clara, California and employs more than 2,000 people worldwide. For more information, visit the Company's Web site at http://www.nvidia.com .

Certain statements in this press release including, but not limited to, statements as to our efforts to integrate our products into the value desktop, notebook and professional business segments, the benefits, performance and capabilities of GeForce 6 GPUs, and our key design wins are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Such risks and uncertainties include, but are not limited to, manufacturing and other delays relating to our current and new products, difficulties integrating our products into customers' products, difficulties in the fabrication process and NVIDIA's dependence on third-party manufacturers, general industry trends including cyclical trends in the PC, handheld and semiconductor industries, manufacturing costs and the pricing of components such as memory, the impact of competitive products and pricing alternatives, changes in industry standards and interfaces, market acceptance of our new products, our dependence on third-party developers and publishers and the impact of litigation and other proceedings and other risks detailed from time to time in NVIDIA's reports filed with the Securities and Exchange Commission including its Form 10-Q for the quarter ended April 25, 2004 and other filings made from time to time with the SEC. These forward-looking statements speak only as of the date of this release. NVIDIA disclaims any obligation to update these forward-looking statements.

NOTE: All company and/or product names may be trade names, trademarks and/or registered trademarks of the respective owners with which they are associated. Features, pricing, availability, and specifications are subject to change without notice.

NVIDIA CORPORATION
CONDENSED CONSOLIDATED STATEMENTS OF INCOME
(In thousands, except per share data)
(Unaudited)

Three Months Ended Six Months Ended
July 25, July 27, July 25, July 27,
2004 2003 2004 2003


Revenue $456,061 $459,774 $927,966 $864,757

Cost of revenue 315,968 329,800 639,037 608,215

Gross profit 140,093 129,974 288,929 256,542

Operating expenses:
Research and development 85,420 65,620 163,170 124,930
Sales, general and
administrative 50,874 39,722 98,080 80,632

Total operating expenses 136,294 105,342 261,250 205,562

Operating income 3,799 24,632 27,679 50,980

Interest and other income, net 2,600 2,029 5,407 3,891

Income before income tax expense 6,399 26,661 33,086 54,871

Income tax expense (A) 1,280 2,511 6,618 10,974

Net income $5,119 $24,150 $26,468 $43,897

Basic net income per share $0.03 $0.15 $0.16 $0.28

Diluted net income per share $0.03 $0.14 $0.15 $0.26

Shares used in basic per share
computation 166,252 160,077 165,711 159,350

Shares used in diluted per share
computation 177,419 174,551 177,999 170,653

(A) The effective income tax rate for the three and six months ended
July 25, 2004 was 20%. The effective income tax rate for the three
and six months ended July 27, 2003 was 9.4% and 20%, respectively.


NVIDIA CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands)
(Unaudited)

July 25, January 25,
2004 2004
ASSETS

Current assets:
Cash, cash equivalents and
marketable securities $613,324 $604,043
Accounts receivable, net 246,396 196,631
Inventories 266,985 234,238
Prepaid and other current assets 16,328 14,539
Deferred income tax asset 3,261 3,261

Total current assets 1,146,294 1,052,712

Property and equipment, net 182,988 190,029
Deposits and other assets 8,277 7,731
Goodwill 108,566 108,909
Intangible assets, net 34,764 39,963

Total assets $1,480,889 $1,399,344

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities:
Accounts payable $223,201 $185,342
Accrued liabilities 148,797 144,755
Current portion of capital lease
obligations 2,038 4,015

Total current liabilities 374,036 334,112

Deferred income tax liability 8,609 8,609
Capital lease obligations, less
current portion -- 856
Long-term liabilities 3,082 4,582

Stockholders' equity 1,095,162 1,051,185

Total liabilities and
stockholders' equity $1,480,889 $1,399,344

SOURCE NVIDIA Corporation
-0- 08/05/2004
/NOTE TO EDITORS: If you are interested in viewing additional information
on NVIDIA, please visit the NVIDIA Press Room at
http://www.nvidia.com/view.asp?PAGE=press_room ./
/CONTACT: Michael Hara, Investor Relations, +1-408-486-2511, or
mhara@nvidia.com, or David Roman, Public Relations, +1-408-486-6250, or
droman@nvidia.com, both of NVIDIA Corporation/
/Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO
AP Archive: http://photoarchive.ap.org
PRN Photo Desk, 888-776-6555 or 212-782-2840/
/Web site: http://www.nvidia.com /
(NVDA)

CO: NVIDIA Corporation
ST: California
IN: CPR CSE ECP ENT
SU: ERN CCA

ND-HD
-- SFTH049 --
6101 08/05/200416:20 EDThttp://www.prnewswire.com

[Ertai]

Earnings para breve, penso que são revelados ás 21:30 hora Portuguesa..

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