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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Paul Engel who wrote (147216)11/8/2001 10:44:04 PM
From: t2  Read Replies (1) of 186894
 
Very bullish comments from NVDA on PC market
Earnings conference call this afternoon.

I like this quote in response to Mark Edlestone of Morgan Stanley about how NVDA sees PC demand.

"we are going through quite an extraordinary market change with the simultaneous ramp of the Pentium 4 and the release of Windows XP, particularly in the consumer marketplace, those two factors combined are driving pretty substantial growth and we are expecting that dynamic to continue for several quarters".

(from the conference call nvidia.com
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