http://www.beyond3d.com/forum/viewt...er=asc&start=20

Confrence call highlights:
Jen-Hsun has a raspy throat but enthusiastically insists to everyone he's feeling "just fine". Perhaps he's been smoking something hallucinogenic??

Jen-Hsun confirms Half-Life 2 for 2003 then again last time he confirmed GFfx for 2002...

In the opening remarks they really pushed Cg hard. No indications of actual uptake, however, and barely mentioned it in the Q&A part--which is generally where conference calls stop being meaningless fluff.

Nvidia expects to ship 1.5 million NV3x GPUs in Q1. How will they accomplish this with NV31/34 not launching until CeBit? Good question. Jen-Hsun keeps insisting they will ramp and sell NV30s; maybe most of these actually will be GFfx non-Ultras.

.OTOH TNT2 "still sells a few million units a quarter".

NV31 and NV34 currently quickly ramping at TSMC. (Actual comment "we have 3 GPUs quickly ramping etc.") (edit: "ramping hard" was the actual quote; thanks Joe)

"We don't intend our next generation to slip proportionally to GFfx, because there are different design teams working on it." The original question was about NV35, but Jen-Hsun gave himself enough wiggle-room that this answer could refer to NV40.
In general, a disappointing conference call (and yes, I've listened to good conference calls, they do exist). Then again, good results in the current quarter often lead to the sorts of wimpy questions and evasive answers we got here