Nvidia (Nasdaq:NVDA) is about to release earnings. Ponder this Bear Case Scenario:
Ultra fast product cycles make competition with AMD very difficult. Innovation must be a daily event.
Majority of sales come in a maturing desktop PC market. This is the wrong place to be.
The Tegra processor faces strong competition. Numerous chipmakers have strong offerings targeting mobile devices. Nvidia needs a big win here. None apparent.
George Gutowski writes from a caveat emptor perspective.