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 : Long Term Investors' Outpost -- Ignore unavailable to you. Want to Upgrade?

To: JohnG who wrote (525)	10/6/2002 2:31:34 PM
From: Seeker of Truth	Respond to of 562

AMD's "challenge" to INTC sounds pretty trivial to me. Suppose we are their chip, we find out whether the code is 32 bit or 64 bit. Then we activate the relevant half of our chip and proceed. "Finding out" is not so hard. I'm not suggesting anybody run out and buy INTC; it's just that particular point doesn';t seem very important. Commiserations to all.

To: JohnG who wrote (525)	10/9/2002 1:15:50 PM
From: Dr. Id	Read Replies (1) \| Respond to of 562

Why do you think that CSCO will never recover? DrId@mineisworthaboutfiftybucks.pov

To: JohnG who wrote (525)	10/10/2002 11:20:43 AM
From: zonder	Respond to of 562

Have you considered NVDA? It is a highly efficient graphics chip manufacturer, and is getting serious boost in business from the realistic video game craze these days. The trend looks set to continue, too - last year, game sales were higher than movies' box office revenues for the first time. That is, people prefer playing games to going to movies for fun. I have not been a buyer of anything in 2002 (selling options rules :) so did not recently look into NVDA's valuation. But it could be interesting. Do check it out if you are looking for a tech company to buy.