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

History tend to repeat itself; Nvidia and ATI wiped out all those 2D graphics vender and nurtured the 3D gaming trend. Now the predominant trend is mobile and online gaming, neither of which requires high-end graphics. It's a good company but unfortunately its end market are just not there anymore and Intel is coming...

Sorta like SIRF story, where GPS was the trend for mobile devices over the past several years and now the trend is shifting towards multi-touch and software applications...

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.