vitaminc

NVIDIA's Long-Term Prospects Mean It's Currently Undervalued

Do you even remotely understand's Nvidia's business? Besides the competent management part, which I truthful agree, here's some reason to stay away from the dog during this product cycle:

1) F*cked up GPU designs as Nvidia repeating Intel's Pentium 4 footstep; overheating and underperformance with a higher price that cant be saved until a complete redesign.
2) Increased competitive pressure from Intel at its core GPU marke in addition to non-performing GPGPU and mobile GPU markets. Slowing down of high end mobile devices this year will not help.
3) GPU market is shrinking as PC gaming transforms from the FPS dominated platform to much less graphics intensive MMORPG. A decaying market.