Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (85617)	7/23/2002 2:17:50 PM
From: Charles Gryba	Respond to of 275872

wbmw, I think NVDA can make a mint on NForce/2/3 as long as AMD stays in the game. If AMD has to drop out of the CPU Market then NVDA will need an Intel license ( which ATYT already has ) or they'll have to drop out of the chipset business. That's why I want to own both NVDA and ATYT to cover all bases. C

To: wanna_bmw who wrote (85617)	7/23/2002 2:25:16 PM
From: Joe NYC	Respond to of 275872

wbmw, I think I have seen a number of 10% market share that nForce gained so far. I think that can go to 50% based on the nForce2 performance and features. The only real competition is Via, and I think nForce surpasses their chipset. So I think there is some upside. Nforce chipset is very OEM friendly. As far as revenue, if they reach 50% of 30 million at say $25, it is 15M * $25, which would be 375M in addition to current revenue of $1.7B. So it can be a nice addition to theri graphics and X-Box revenue, but the graphics is still going to be the majority of the business. Joe