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Wednesday, Dec 5
2012, 12:01 PM
Intel isn't the only PC industry name getting criticized today. Oppenheimer has downgraded...
Intel isn't the only PC industry name getting criticized today. Oppenheimer has downgraded Nvidia (NVDA -1.9%) to Perform, arguing its GPU share gains (at AMD's expense) are now reflected in estimates, and the absence of new share gains leaves Nvidia "increasingly exposed" to declining PC sales. Also, MKM has joined a long list of firms to cut its Microsoft (MSFT +0.7%) estimates: following store checks, it expects FY13 (ends in June) Surface sales to amount to just 3.3M. (Surface order cuts)