ToranagaSama

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    • Thu Nov 8th 05:16 AM | Rating: 0 0
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      Nvidia Corp: Leading Innovator In Graphics Microchips Field
      I'm just wondering if Ms. Kramer has any idea about which she speaks. As it would seem she is COMPLETELY clueless in regard to the graphic card industry.

      Ahhhh, Allegheny Industries Profile:
      Allegheny Technologies Incorporated, through its subsidiaries, engages in the production and sale of specialty metals worldwide. It operates in three segments: High Performance Metals, Flat-Rolled Products, and Engineered Products.

      ATI may now be Allegheny's ticker symbol, but ATI the graphic card maker has now been a subsidiary of AMD, the CPU maker, for a bit of time now. AMD acquired ATI Technologies in Q4 2006.

      Anyone who would allow this woman to manage their money, would be foolish, let alone take her advice.

      Mistake---HUGE mistake. Failing grade!

      Her comments are just blatherings:

      1) ati.amd.com/products/i...

      2) Nvidia controls 22.8% of the mobile (notebook) market share (behind both Intel and AMD/ati) NOT 60%!! www.tgdaily.com/conten.../

      3) Regarding the "Playstation 3", it is a failing gaming system. Costly to manufacture and, consequently, overpriced at its introduction, with no successful sales driving gaming software. In contrast, AMD/ati is the supplier of the XBox' graphic subset. The Xbox feeding off of over sales of 3 million units of the hit game "Halo" has sold over 500K console units in the last MONTH!

      4) Regarding the "acquired company", why the heck didn't she give the company's name? Let me surmise, the company is PortalPlayer, which prior to its acquisition by Nvidia, had its stock drop 40% when Apple announced it would NOT be using PortalPlayer's chips in its revamped Ipods. So, in other words Nvidia bought PortalPlayer's technology on the cheap---speculating they could make *some* use of it. Nothing especially accretive to earnings here.

      5) Lastly, Intel isn't trying to "catch up" to Nvidia. Intel leads the market with a 38% share to Nvidia's 33.9%

      Kramer's positive note on Nvidia is correct in that Nvidia's has good momentum with Intel's market share having dropped 3.8 points. Though most of Nvidia's gains have been at the expense of AMD/ati whose share dropped 4.3% to a 19.1% share. Nvidia is indeed dominating the competition in the high-end gaming market.

      So, is Nvidia a good bet, as Kramer suggests? My advice would be to do your own homework. AMD/ati will soon be introducing their next generation technology to combat Nvidia. These companies have a history of 'leap-frogging' one another's technology. So, soon it may be AMD/ati that'll be king-of-the-hill. Do your own homework and disregard the unsubstantiated blatherings of pumpers and dumpers!
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