[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.

[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.

[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.

[enron_by_the_sea]

[quote=flu]I think one perhaps different is that stuff you see probably at a economic level in some families here, I think among asians probably happen at a lower economic levels.[/quote]

Bingo. I recently went to a barbershop with my son and a nice asian lady cut his hair. She asked him which school he went to. As soon as he told her, she replied – “good school, xyz API”!

[enron_by_the_sea]

[quote=flu]I think one perhaps different is that stuff you see probably at a economic level in some families here, I think among asians probably happen at a lower economic levels.[/quote]

Bingo. I recently went to a barbershop with my son and a nice asian lady cut his hair. She asked him which school he went to. As soon as he told her, she replied – “good school, xyz API”!

[enron_by_the_sea]

[quote=flu]I think one perhaps different is that stuff you see probably at a economic level in some families here, I think among asians probably happen at a lower economic levels.[/quote]

Bingo. I recently went to a barbershop with my son and a nice asian lady cut his hair. She asked him which school he went to. As soon as he told her, she replied – “good school, xyz API”!

[enron_by_the_sea]

[quote=flu]I think one perhaps different is that stuff you see probably at a economic level in some families here, I think among asians probably happen at a lower economic levels.[/quote]

Bingo. I recently went to a barbershop with my son and a nice asian lady cut his hair. She asked him which school he went to. As soon as he told her, she replied – “good school, xyz API”!

[enron_by_the_sea]

[quote=flu]I think one perhaps different is that stuff you see probably at a economic level in some families here, I think among asians probably happen at a lower economic levels.[/quote]

Bingo. I recently went to a barbershop with my son and a nice asian lady cut his hair. She asked him which school he went to. As soon as he told her, she replied – “good school, xyz API”!

[enron_by_the_sea]

And (promised land of) Texas also can not budget their budget 🙂

http://www.businessinsider.com/texas-state-budget-crisis-2011-1#
http://www.economist.com/blogs/democracyinamerica/2011/01/texas_budget

Neither can Arizona (rest stop on the way to promised land)
http://www.azcentral.com/arizonarepublic/local/articles/2011/01/05/20110105arizona-budget-strategy-flawed-brookings-report.html

[enron_by_the_sea]

And (promised land of) Texas also can not budget their budget 🙂

http://www.businessinsider.com/texas-state-budget-crisis-2011-1#
http://www.economist.com/blogs/democracyinamerica/2011/01/texas_budget

Neither can Arizona (rest stop on the way to promised land)
http://www.azcentral.com/arizonarepublic/local/articles/2011/01/05/20110105arizona-budget-strategy-flawed-brookings-report.html

[enron_by_the_sea]

And (promised land of) Texas also can not budget their budget 🙂

http://www.businessinsider.com/texas-state-budget-crisis-2011-1#
http://www.economist.com/blogs/democracyinamerica/2011/01/texas_budget

Neither can Arizona (rest stop on the way to promised land)
http://www.azcentral.com/arizonarepublic/local/articles/2011/01/05/20110105arizona-budget-strategy-flawed-brookings-report.html

[enron_by_the_sea]

And (promised land of) Texas also can not budget their budget 🙂

http://www.businessinsider.com/texas-state-budget-crisis-2011-1#
http://www.economist.com/blogs/democracyinamerica/2011/01/texas_budget

Neither can Arizona (rest stop on the way to promised land)
http://www.azcentral.com/arizonarepublic/local/articles/2011/01/05/20110105arizona-budget-strategy-flawed-brookings-report.html

[enron_by_the_sea]

And (promised land of) Texas also can not budget their budget 🙂

http://www.businessinsider.com/texas-state-budget-crisis-2011-1#
http://www.economist.com/blogs/democracyinamerica/2011/01/texas_budget

Neither can Arizona (rest stop on the way to promised land)
http://www.azcentral.com/arizonarepublic/local/articles/2011/01/05/20110105arizona-budget-strategy-flawed-brookings-report.html

[enron_by_the_sea]

Nothing

[enron_by_the_sea]

Nothing

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