I would be very cautious about Nvidia earnings too. In the short term news, Nvidia has not yet been able to find a solution GF8000 series' driver problems for Vista. Gamers aren't happy when their games keep crashing. There could be announcement about the problem good/bad. Good, an early solution to the bugs. Bad, a longer wait to the solution and a less chance to buy a computer with Vista and GF8000.
Nvidia Beats Out AMD For Ageia Technologies [View article]
NVIDIA Pre-earnings Analysis: Cautiously Confident [View article]