Earnings transcript.
http://seekingalpha.com/article/90644-n ... eed&page=1
Talks about why they screwed up the last quarter - 1-time charge for repairs/warranty (production problem), excess 65nm inventory, bad pricing strategy, market weakness, market transition (from mid-range desktop PCs to lower-end desktop or notebook PCs), high operating expenses, etc.
Talks about their corrective actions - correcting their pricing strategies, moving their 65nm inventories so they can realize cost benefits from switching to the newer 55nm products, etc.
Also, talks about a few products/technologies -
- CUDA, they seem very enthusiastic about this (parallel computing architecture); GeForce 8 family and up already CUDA-compatible; talks about a market for homebrew super computers (for researchers), and also how this technology will help in the tedious video transcoding work (e.g. converting PC graphics routines for use on mobile devices); also talks about second half product launches that will bring CUDA to consumers (I assume this is talking about applications/games that are developed using CUDA code)
- Tegra, they seem hot on this thing; this is their product for the mobile devices
- UMPCs, they have no offering here; basically this is a market they are not targeting (and from the sounds of it, they don't seem too hot about the UMPC)
- Mobile Workstation - they've grown from ~40% market share to ~90% market share in 18 months (no sources cited)