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Technology Stocks : Semi Equipment Analysis

SOXX 348.51

+5.3%

Feb 6 4:00 PM EST

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To: Donald Wennerstrom who wrote (58149)	11/15/2012 11:23:24 AM
From: The Ox	1 Recommendation Read Replies (1) of 95888

That must be why INTC is down 30% from their YTD highs... >>>> As INTC executes its Phi roadmap and ramps up performance, we anticipate competitive (revs) and pricing (GM) headwinds for NVDA in the coming years. Notably, every 5% decline in PSB revs equates to -5c of EPS. Admittedly, we’re early in identifying this trend but think the question is not IF but WHEN they gain traction. As a side note, it appears AMD has fallen to a very distant 3rd – less relevant in this area than ever. More on AMD CPU later

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