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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:
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To: richardred who wrote (961)6/3/2012 4:28:55 PM
From: Robert O  Read Replies (1) of 8239
 
Thanks I saw that not real heavy on new details but yet another person to chime in. I think a mistake I made was to kind of 'rationalize' away the huge miss from the likes of GameStop. I tried to attribute it to their model but reality is there is going to be slowness until the next generation of consoles and games, delivery system, etc. I think NVDA is a solid long term play and hope to hang on but the macro story is getting so bad that I have to seriously consider taking a reasonable hit in the hopes I can get in lower... perhaps much lower. the Street knows nvda won’t blow out qtr next time it announces as they are capacity constrained for its newest chips by its supplier TSMC.

The meat of their business lines will surely disappoint given Dell and other news it is really just a question of how baked in. I fear a biggest miss on discrete cards without enough makeup revenue from their new mobile lines will have the street howling. I want to have a LOT of powder ready if so.

This is becoming a very delicate game of cat and mouse. SOX is getting just hammered and nvda may take a beating along with it for some time. Time I would rather be making better day or swing plays.

These kinds of stories below give me the jitters esp. teh cahrt re: corp earning margins recently:

businessinsider.com

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