#TRADESKILLMASTER GUIDE 3.6 PC#
IMPACT/ACTION: CONTINUE TO AVOID PC SUPPLY CHAIN NAMES. In a press release, NVDA management cited weak demand and inventory reductions in the PC supply chain, consistent with recent data points from AMKR, INTC, AMD, and others. The implied Q/Q revenue decline of -45% is well below normal seasonality of +10.6% (σ=11.41).ĬAUSE: WEAK DEMAND, INVENTORY REDUCTIONS. NVDA yesterday morning warned that FQ4 (Jan) revenues would be down 40-50% Q/Q (midpoint $493.7M -38.7% below Street expectations). IMPACT: Negative Data Point For Semis, Distributors, Foundries, PC Supply ChainĪCTION: Continue To Avoid AAPL, CAJ, DELL, HPQ, MSFT, PC Supply Chain, Distributorsġ1.18.08 Customer HPQ guides FQ4 revs -5.9% below Street expectationsġ1.20.08 Customer DELL reports FQ3 revs -8.6% below Street expectations no guidanceġ2.1.08 Supplier TSM guides Q4 revs -8.5% below Street expectationsġ2.2.08 Competitor MRVL guides FQ3 revs -3.6% below Street expectationsġ2.4.08 Customer AVT guides FQ2 revs -2.5% below Street expectationsġ2.4.08 Competitor AMD guides Q4 revs -22.9% below Street expectationsġ2.8.08 Supplier ASX reports Nov revs -17.3% below seasonal normsġ2.8.08 Competitor BRCM guides Q4 revs -10.0% below Street expectationsġ2.11.08 Supplier CHRT guides Q4 revs -17.1% below Street expectationsġ.7.09 Supplier ASX reports Dec revs -23.9% below seasonal normsġ.7.09 Customer INTC guides Q4 revs -6.7% below Street expectationsġ.12.09 Supplier AMKR guides Q4 revs -3.6% below Street expectationsĮVENT: SLASHED FQ4 GUIDANCE. EVENT: NVIDIA ( NVDA) Slashes FQ4 Revenue Guidance, Down 40-50% Q/Q (-38.7% Below Street)ĬAUSE: Weakness In End User Demand, Inventory Reductions In PC Supply Chain
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