• Ashraf Eassa
    $NVDA in new iMac. Nice unexpected catalyst there! Long $NVDA into earnings, baby. On fire!
    10/23/12
    Reply (6)
    • Sal Marvasti: iMac sales are not really that much.... Surface is bigger upside than iMac.
      10/23/12
    • Ashraf Eassa: Every little bit helps...every little bit helps.
      10/23/12
    • Energysystems: 10% of 2012 revenues and shrinking.
      10/23/12
    • Ashraf Eassa: Yep. But this is purely additive upside for $NVDA. It wasn't in the iMac before.
      10/23/12
    • Ashraf Eassa: Also validates the need for discrete GPUs.
      10/23/12
    • Austin Craig: its just extra revenue. :)
      10/23/12