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  • January 11, 2011 at 5:49 PM #652925
    Coronita
    Participant

    [quote=enron_by_the_sea]NVDA’s time in GPU market is running out. The know it too. They are throwing a hail mary pass to get into mobile CPUs.

    Market likes their performance at CES so they are up hugely. But once the CES hype wears off, do they have staying power to fight in the trenches day in and day out, generation after generation? They are fighting some big guns who are well entrenched, have deep pockets and have other pieces of the puzzle and lines of business that NVDA lacks.

    I wouldn’t place by bets on NVDA at today’s price.[/quote]

    No interest in adding to nvidia. I’ve already placed my bets in 2009/2010. Average share price is $12/share. Now deciding what to do…Deciding whether to exit it and go into ARM… One of the (few) gambles that actually paid off in 2009/2010. BAC, on the other hand, not so well….

    January 11, 2011 at 10:34 PM #651989
    an
    Participant

    Intel might be late to the whole SoC game but they’re not down and out. They’re currently doing very well and they know that’s the one area they need to invest greatly in and they are. They’ll be a big player in 1-2 year is my guess. Nvidia on the other hand might score well w/ the Tegra 2 but we’ll see where they’ll be in a year or 2 when TI/Intel/QCOM/Samsung comes out with similar performance chip.

    January 11, 2011 at 10:34 PM #652056
    an
    Participant

    Intel might be late to the whole SoC game but they’re not down and out. They’re currently doing very well and they know that’s the one area they need to invest greatly in and they are. They’ll be a big player in 1-2 year is my guess. Nvidia on the other hand might score well w/ the Tegra 2 but we’ll see where they’ll be in a year or 2 when TI/Intel/QCOM/Samsung comes out with similar performance chip.

    January 11, 2011 at 10:34 PM #652645
    an
    Participant

    Intel might be late to the whole SoC game but they’re not down and out. They’re currently doing very well and they know that’s the one area they need to invest greatly in and they are. They’ll be a big player in 1-2 year is my guess. Nvidia on the other hand might score well w/ the Tegra 2 but we’ll see where they’ll be in a year or 2 when TI/Intel/QCOM/Samsung comes out with similar performance chip.

    January 11, 2011 at 10:34 PM #652781
    an
    Participant

    Intel might be late to the whole SoC game but they’re not down and out. They’re currently doing very well and they know that’s the one area they need to invest greatly in and they are. They’ll be a big player in 1-2 year is my guess. Nvidia on the other hand might score well w/ the Tegra 2 but we’ll see where they’ll be in a year or 2 when TI/Intel/QCOM/Samsung comes out with similar performance chip.

    January 11, 2011 at 10:34 PM #653110
    an
    Participant

    Intel might be late to the whole SoC game but they’re not down and out. They’re currently doing very well and they know that’s the one area they need to invest greatly in and they are. They’ll be a big player in 1-2 year is my guess. Nvidia on the other hand might score well w/ the Tegra 2 but we’ll see where they’ll be in a year or 2 when TI/Intel/QCOM/Samsung comes out with similar performance chip.

    January 12, 2011 at 7:13 AM #652019
    Coronita
    Participant

    Ok, i’m not listening to any of you for investment advice…
    🙂

    Nvda: 21.27 Up 0.96 (4.70%)
    Armh: 23.67 Up 0.26 (1.11%)

    and

    Intc:21.18 Up 0.13 (0.62%) (what a fvcking dog)…

    January 12, 2011 at 7:13 AM #652086
    Coronita
    Participant

    Ok, i’m not listening to any of you for investment advice…
    🙂

    Nvda: 21.27 Up 0.96 (4.70%)
    Armh: 23.67 Up 0.26 (1.11%)

    and

    Intc:21.18 Up 0.13 (0.62%) (what a fvcking dog)…

    January 12, 2011 at 7:13 AM #652675
    Coronita
    Participant

    Ok, i’m not listening to any of you for investment advice…
    🙂

    Nvda: 21.27 Up 0.96 (4.70%)
    Armh: 23.67 Up 0.26 (1.11%)

    and

    Intc:21.18 Up 0.13 (0.62%) (what a fvcking dog)…

    January 12, 2011 at 7:13 AM #652811
    Coronita
    Participant

    Ok, i’m not listening to any of you for investment advice…
    🙂

    Nvda: 21.27 Up 0.96 (4.70%)
    Armh: 23.67 Up 0.26 (1.11%)

    and

    Intc:21.18 Up 0.13 (0.62%) (what a fvcking dog)…

    January 12, 2011 at 7:13 AM #653140
    Coronita
    Participant

    Ok, i’m not listening to any of you for investment advice…
    🙂

    Nvda: 21.27 Up 0.96 (4.70%)
    Armh: 23.67 Up 0.26 (1.11%)

    and

    Intc:21.18 Up 0.13 (0.62%) (what a fvcking dog)…

    January 13, 2011 at 11:00 AM #652807
    Coronita
    Participant

    Well intel announces earnings after the bell. Anyone want to take a guess? I say they choke….Crappy products, crappy business, no mobile story…. That’s what i think…

    ARM and Nvidia seem to be doing quite well today….

    ARM Holdings, plc 26.72 Up 2.70 (11.24%)
    NVIDIA Corporation( 23.61 Up 0.26 (1.10%)

    I guess it helps with Android up and running mainstream and mostly running ARM architecture and windows tablets to run ARM, and nvida having a tablet graphics processors.

    Wow, intel/amd is pretty screwed. Not looking good at all…


    Intel Put-Option Trades Surge to One-Year High Before Earnings

    http://www.bloomberg.com/news/2011-01-13/intel-put-option-trades-surge-to-one-year-high-before-earnings.html?cmpid=yhoo

    January 13, 2011 at 11:00 AM #652873
    Coronita
    Participant

    Well intel announces earnings after the bell. Anyone want to take a guess? I say they choke….Crappy products, crappy business, no mobile story…. That’s what i think…

    ARM and Nvidia seem to be doing quite well today….

    ARM Holdings, plc 26.72 Up 2.70 (11.24%)
    NVIDIA Corporation( 23.61 Up 0.26 (1.10%)

    I guess it helps with Android up and running mainstream and mostly running ARM architecture and windows tablets to run ARM, and nvida having a tablet graphics processors.

    Wow, intel/amd is pretty screwed. Not looking good at all…


    Intel Put-Option Trades Surge to One-Year High Before Earnings

    http://www.bloomberg.com/news/2011-01-13/intel-put-option-trades-surge-to-one-year-high-before-earnings.html?cmpid=yhoo

    January 13, 2011 at 11:00 AM #653462
    Coronita
    Participant

    Well intel announces earnings after the bell. Anyone want to take a guess? I say they choke….Crappy products, crappy business, no mobile story…. That’s what i think…

    ARM and Nvidia seem to be doing quite well today….

    ARM Holdings, plc 26.72 Up 2.70 (11.24%)
    NVIDIA Corporation( 23.61 Up 0.26 (1.10%)

    I guess it helps with Android up and running mainstream and mostly running ARM architecture and windows tablets to run ARM, and nvida having a tablet graphics processors.

    Wow, intel/amd is pretty screwed. Not looking good at all…


    Intel Put-Option Trades Surge to One-Year High Before Earnings

    http://www.bloomberg.com/news/2011-01-13/intel-put-option-trades-surge-to-one-year-high-before-earnings.html?cmpid=yhoo

    January 13, 2011 at 11:00 AM #653598
    Coronita
    Participant

    Well intel announces earnings after the bell. Anyone want to take a guess? I say they choke….Crappy products, crappy business, no mobile story…. That’s what i think…

    ARM and Nvidia seem to be doing quite well today….

    ARM Holdings, plc 26.72 Up 2.70 (11.24%)
    NVIDIA Corporation( 23.61 Up 0.26 (1.10%)

    I guess it helps with Android up and running mainstream and mostly running ARM architecture and windows tablets to run ARM, and nvida having a tablet graphics processors.

    Wow, intel/amd is pretty screwed. Not looking good at all…


    Intel Put-Option Trades Surge to One-Year High Before Earnings

    http://www.bloomberg.com/news/2011-01-13/intel-put-option-trades-surge-to-one-year-high-before-earnings.html?cmpid=yhoo

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