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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (4525)8/2/2002 3:08:51 PM
From: BWAC  Respond to of 95573
 
Yeah and UMC is getting the TSCM business too.



To: Ian@SI who wrote (4525)8/2/2002 4:44:39 PM
From: XBrit  Read Replies (2) | Respond to of 95573
 
<<It seems that NVDA is several months behind the curve; that the extent of its cutback is probably company specific.>>

That's a problem for later quarters. Doesn't explain NVDA's current problems.

ATI's new products, which outperform NVDA's top-of-the-line, will not be in stores until about 9/15. Right now, NVDA is imploding even though it is the market and performance leader in PC graphics. It has like 65%+ of the market.


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