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Strategies & Market Trends : Sharck Soup
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To: tennessee_ted who wrote (14543)4/3/2001 4:38:04 PM
From: Dana Johnson  Read Replies (2) of 37746
 
I have mixed feelings about NVDA. They seem pretty expensive since they are tied into the pc/commodity electronics market. But they are killing competition (ATI), now are entering the mac market and have the xbox deal. Also there is probably good demand for upgrading graphics cards, more than upgrading processors, etc.

FWIW
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