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Strategies & Market Trends : Drillbits & Bottlerockets
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To: Logain Ablar who wrote (9596)5/2/2001 2:43:34 PM
From: John Pitera  Read Replies (1) of 15481
 
Tim, many many things are running very strongly today. lots of catchup by laggards MSFT will have the XBOX
on hand in 2 weeks for their E3 conference in 2 weeks, there was some doubt that NVDA could have the chipset
ready for it. there is probably a play in some or the gamers,as the XBOX is coming sooner, rather than later.

check out the below note which is about dave nadig getting out of his NVDA short, but I can see a possible
long angle... which gamers do you like??? or what is a list of ones to look at?

thanks,

John

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NVDA
5/02/01 2:05 PM ET
Fellow Nvidia (NVDA:Nasdaq) shorts, beware, the game has changed.

The reason I was short Nvidia was not valuation. It was not the fact that they have earnings coming up and haven't warned, while we all know PC sales are slow. No, the reason I was short was that I believed that they could not pull off the monstrously complex Xbox chipset on time. On time in this case meant in time for the E3 conference in two weeks.

They did it. Microsoft (MSFT:Nasdaq) has announced that hardware for Xbox has gone final. Consoles will be in developers hands by E3.

This is an enormous achievment. The Xbox chipset is the most complex piece of high-volume silicon ever produced. From the looks of it, they and Taiwan Semi (TSM:NYSE) got it right on the first go. It implies a level of operational perfection that is truly staggering. Am I going long Nvidia? Not right now. Not ahead of earnings. But I salute them while I look for the mustard. It makes the crow go down easier. (No longer short NVDA)
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