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Strategies & Market Trends : The Amateur Traders Corner

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To: backman who wrote (6471)	2/24/2001 9:42:01 AM
From: Paul A	Read Replies (2) of 19633

Heya backman.. Just curious what you see in NVDA that you dont like? Big difference between the FA of SONS and NVDA, and also Nividia is a really REALLY good company.. Even without the microsoft 'xbox', the company is the leader in 3d graphics and also they have a cult following which is everything in the graphics industry.. Just some thoughts.. would love to hear what your thinking- Im watching it for a nice pullback so I can get in with a 3 month position but really wouldnt want to take a short for a small 10 point move down from here.. Ages ago I invested in a small company called TDFX.. they had the cult following, and they were the leader.. and the profits are amazing in this industry because the target audience is gamers who will pay anything just to have the latest and greatest- they ditch their old cards for a new one every 6 months if the company has a new one avail. I was wrong and I bet TDFX would crush NVDA..TDFX missed some key deadlines, had to recall some faulty product, got stuck with a pile of outdated inventory.. NVDA had huge money backing it, and the management at NVDA helped bury TDFX who had a bunch of clowns running the show.. but from all I can see now, NVDA is executing to perfection.. I guess in all fairness, on a negative note, if you ever bought NVDA product you would know that they are notorius for releasing product before the drivers are ready.. so typically for 3 months your machine crashes on a daily basis, and you constantly need to go to their site to update the drivers.. but so far that hasnt seemed to effect them.. Just yapping as usual.. No position either way, just watching..

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