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Strategies & Market Trends : Sharck Soup
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To: Sharck who wrote (24421)5/23/2001 11:21:01 AM
From: KevinThompson   of 37746
 
I went short NVDA when it approached the century mark (100). Does anyone really believe their projected growth rates, or is it just hype. I expect it's mostly hype. The Personal computer market continues to contract and so does the internet sector. I think the valuation NVDA enjoys might be more to reflect market share. Even if they were to become the only supplier in the group, investors have got to wonder about the contraction in the industry.

Just my two cents.

KT
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