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

To: BWAC who wrote (10075)	7/26/2002 11:03:34 AM
From: Dave Gore	Respond to of 16631

It's ATYT's new graphics chip that has people excited and if they are really 3-5 months ahead of NVDA, they might be able to secure lots of new business. NVDA is a good buy too at some point. I want to own NVDA, it's just a matter of where. It's been beaten down too much too. If the SOX can't hold 300-310 we could see much cheaper prices all over techland. Will that happen? I say it's not likely for a few days but as we get near Aug. 14th and CEO signoff day, the Market scares me a bit.