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To: richardred who wrote (888)	5/11/2012 1:34:43 PM
From: Robert O	Read Replies (1) \| Respond to of 8246

I was a big follower of NVDA in the early days. Oh the story I could tell of being overleveraged and 'making' 12k AH on that day's trade just on an earnings release... only to watch it evaporate as they announced in same bust out qtr. that the SEC was investigating. being young and dumb I held on and watched that sec black cloud (and other deteriorating fundamentals later I was unwilling to acknowledge) bring me a decent loss. Anyway, I think NVDA has an excellent niche but have not been following. Feel like today might still be an excellent buy in time for a long haul investment here. It was off my radar so did not see it get so beaten up of late. Think this is a real possible double in a few years as [if] earnings get sequentially better. Sure feels like it. Plus while no chatter now, nvda is always a possible take over play though certainly not a tiny market cap it's do-able . High end graphics will be king again some day. RO

To: richardred who wrote (888)	5/11/2012 1:40:32 PM
From: robert b furman	Read Replies (2) \| Respond to of 8246

Hi richardred, Thanks for your view. Always good to hear from you. Bob There are three test companies out there now that Verigy was bought by Advantest,then LTX-credence and Ter. Advantest makes handlers and test,The other two big players are Cohu # 1 in pick and place - logic and # 2 in gravity.# 1 in gravity is Multitest.Mcti and aetrium are really drying on the vine as small gravity players. Not sure where LTX-credence is in their test niche? Rudolph had recovered with some nice margins lately. Bob