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Ashu Joshi's  Instablog

Ashu Joshi
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After being a lazy and passive investor since 1996, I have kind of decided to take matters in on my own hands and make 2009 more of an "investment" year! Professionally I am the technology domain working with Cisco Systems, Inc.... I am trying to diversify from Tech Holdings and Cash... More
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  • Nvidia Under Pressure? 0 comments
    Sep 14, 2010 1:26 PM | about stocks: INTC, NVDA
    Two annoucements, back to back, make me wonder if Nvidia is under pressure to perform:

    #1. Intel annoucement at their developer conference, IDF, on their new hybrid graphics solution code named "Sandy Bridge" which you can reach about here.

    #2. And the fact that Boxee dropped Nvidia Tegra chip for their box and switched to the Intel Atom-based 4100 chip.

    In itself both news are not critical but I wonder if it is a trend that Nvidia has a challenge in doing anything besides GPUs, and even the GPU market is being constantly attacked.

    [For the record I hold more shares of NVDA then INTC, and no I am not shorting them]




    Disclosure: INTC, NVDA
    Themes: Semiconductors Stocks: INTC, NVDA
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