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Technology Stocks : NVIDIA Corporation (NVDA) -- Ignore unavailable to you. Want to Upgrade?


To: sandintoes who wrote (653)12/15/2000 8:50:12 PM
From: dhellman  Read Replies (1) | Respond to of 2646
 
Gaining market share in a growing market. Even though the growth is slowing, the gain in share and diversification into sound and video integrated chipsets makes this a virtual gorilla in the mist. Just my humble opinion.

d



To: sandintoes who wrote (653)12/15/2000 9:01:58 PM
From: Rustam Tahir  Read Replies (1) | Respond to of 2646
 
Another one bites the dust. This pc recession is going to destroy so many of NVDA's competitors that it will end up completely dominating the sector. Like I mentioned before, I wouldn't be surprised if ATI had big time trouble this quarter, as well. Too bad the stock price is going through the toilet as NVDA's position gets stronger during this economic shakeout.

No I don't think all the bad news is factored. However, long term the company will be in better position after this recession than before.