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To: SecularBull who wrote (167788)11/8/2001 10:48:15 PM
From: t2  Read Replies (1) | Respond to of 176387
 
Very bullish comments from NVDA on PC market
Earnings conference call this afternoon

I like this quote in response to Mark Edlestone of Morgan Stanley about how NVDA sees PC demand.

"we are going through quite an extraordinary market change with the simultaneous ramp of the Pentium 4 and the release of Windows XP, particularly in the consumer marketplace, those two factors combined are driving pretty substantial growth and we are expecting that dynamic to continue for several quarters".

(from the conference call nvidia.com



To: SecularBull who wrote (167788)11/9/2001 9:36:38 AM
From: kemble s. matter  Respond to of 176387
 
SB,
Hi!!
Frankly, I'm not smart enough to figure out all this technology and graphs/charting, candles, etc...I do nothing but follow what he says...Sure, he's been off here and there on the short term...But, long term he's buried his past predictions...For almost six years now I've run with his advice...As long as he's in charge I'll continue to be there cheating off his comments...

Best, Kemble


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