We wonder what Nalu would have to say about NVIDIA benefiting from the fruits of the Big Apple Tree.
Rumours are flying that Apple has chosen a new successor to Broadcom, the previous chip provider for the Video iPod. Satya Chillara, a market analyst at American Technology Research Inc., believes that the new provider
will be none other than NVIDIA, the beloved Big Green Chip Giant.
"Based on our analysis, we believe NVIDIA is designed into the next-generation vPod socket at the expense of Broadcom,
" he said. "[/i]We believe the NVIDIA chip adds 3D graphics functionality in addition to all of the existing features (such as H.264) that Broadcom supported with the existing vPod.[/i]"
From this analysis (along with a few other factors), NVIDIA's stock has been upgraded from its previous "hold" recommendation up to a "buy". Things must be looking pretty rosy in the green corner today, as this production contract would begin right on top of the third quarter release of the G80 chip, as well as the first of the Sony royalties for the PS3.
Sometimes analysts in the tech business get it so wrong, it's not even funny. Other times, though, they're frighteningly on the mark. Only time will tell if this turns out to be just another shot in the dark or if we'll be seeing some green apples in the first quarter of 2007.
Got a thought on the analysis, or the video iPod in general? Are you as lost as I am as to why it would require a 3d processor? Let us know in the usual place