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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Ian@SI who wrote (4525)	8/2/2002 4:44:39 PM
From: XBrit	Read Replies (2) of 95572

<<It seems that NVDA is several months behind the curve; that the extent of its cutback is probably company specific.>> That's a problem for later quarters. Doesn't explain NVDA's current problems. ATI's new products, which outperform NVDA's top-of-the-line, will not be in stores until about 9/15. Right now, NVDA is imploding even though it is the market and performance leader in PC graphics. It has like 65%+ of the market.

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