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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: richardred who wrote (897)	5/15/2012 10:39:37 AM
From: Robert O	Read Replies (2) of 8288

Re: AVP You got that right RR! ;-) ps I really liked what I heard on the NVDA call.. it's fun chasing stocks up for a change. I'm not used to averaging up and have to be careful not to get too concentrated a position but if Tegra3 continues to win and TMSC can churn out faster as year progresses and the stories are true that apple is moving toward nvidia from amd for macbook pros... well other than the smallish company Intel continuing to make better and better integrated graphics what's to worry about? also huge competition from AMD and Qualcom will always end up in a dividing the pie sceanrio. in short I have a long horizon time ot get more beefy long? RO

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