Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: t2 who wrote (4381)	11/8/2001 11:52:31 PM
From: Paul A	Read Replies (2) of 99280

NVDA isnt really a good place for analysts to measure pc sales simply because most of their cards are sold to folks who already have systems.. Some of their cards costs more then new computers.. : ) ATYT would be a better place to look since they deal more OEM/system builders Not to be an a** but I also disagree 100% with all the 'rah rah' around XP and PC Sales.. Its still going to take a few more quarters before people realize PCs are so ridiculously cheap now and demand starts picking up.. I doubt the average person has 1gig, and for $500 you can get a fully loaded 1gig machine. Eventually people will jump.. Considering too that they probably paid $2500 for a machine thats 1/4 the speed : ) A few months ago, we had a huge meeting all happy go-lucky because our company felt that the XP would boost memory prices.. Prices are at an all time low this week, and I dont see that changing for a few months.. still tons and tons of supply NVDA is a great company by the way.. I also think AMD will benefit huge when the market turns around.. They have a better product for much much cheaper.. at least thats how I feel : )

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