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Strategies & Market Trends : Sharck Soup

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To: Paul A who wrote (14575)	4/4/2001 9:17:12 AM
From: Jimbobwae	Read Replies (1) of 37746

Paul, Re: NVDA Red Herring has a current (April 15) article about NVDA & its competitor ATYT. Here are some small snippets: NVDA percent of sales from PC's was 90% last year - expected to be 55% this year. New non-PC deals with MSFT XBOX & NVDA replaced ATI in the exclusive Apple suppliers contract. As of March 9 when NVDA was $50: mktCap=3.3b, forward p/e=29.2 p/s=4.5 ATI has warned twice this year about rev's and profits. ANALyst Michael Kim w/ Sutro & Company says price target is $100 in 12 months. (I know ANALyst targtets are now considered jokes but perhaps still influence hopeful money managers) Seems that entertainment maintains resistance for the current environment - ERTS has also been a tough nut to crack but seems to be weakening. J

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