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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (10072)	7/26/2002 10:20:44 AM
From: Dave Gore	Read Replies (1) \| Respond to of 16631

Gold still dropping ---- $300 threatened? Dollar gaining as you might expect.

To: Dave Gore who wrote (10072)	7/26/2002 10:34:07 AM
From: BWAC	Read Replies (1) \| Respond to of 16631

I think they are dead wrong here on NVDA/ATYT. Not that ATYT is bad, just that the broker pimps have their ratings backward. NVDA has the XBox. If you look at the Dell website. 4 Graphics card choices are offered in the midrange desktop computer. 3 are NVDA. 1 is ATYT. Standard is 64MB NVDA. ------------------------------------------ 32MB ATI® Rage™ Ultra Graphics Card [subtract $20] New 64MB DDR NVIDIA GeForce4™ MX Graphics Card with TV-Out New 64MB DDR NVIDIA GeForce4™ Ti 4200 Graphics Card with TV Out and DVI [add $80] New 128MB DDR NVIDIA GeForce4™ Ti 4600 Graphics Card w/DVI and TV-Out [add $310 -------------------------------------------- On top of the line Dell systems. They offer nothing but NVDA as a choice. Nothing but NVDA on high end to mid grade notebooks. Financial Ratio wise NVDA and ATYT are essentially equivalent. With the exception that NVDA (11PE)is profitable ATYT is not. NVDA also has 20% of the float short. ATYT doesn't tilt the meter past 2%. Gateway seems to be offering predominantly NVDA as well. So how does everyone arrive as Bullish for ATYT?