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To: robert b furman who wrote (916)	5/22/2012 12:37:09 PM
From: Robert O	Read Replies (3) \| Respond to of 8239

Thank Bob for the feedback. As you note elsewhere there is a mighty transition occurring out of PC's and into all manner of more mobile and streamlined devices. NVidia will be a big player there but I see well enough that the Street is seeing that their main business of GPUs in PC and gaming units (which are in the tail end of a cycle before new stuff hits) may mean some lean qtrs for NVidia’s bottom line. Because a few of the big boys are also going to be clamoring to get some of the new chip 'lite' pie there is a concern NVidia might not get enough of the pie to make up for lost revs in their main biz.. If their hype is to be believed though their kepler technology is superior in power use and other aspects that should put them ahead of their competitors on a number of fronts. Also I take at face value that their new virtualized GPU will be a powerhouse as more and more devices become connected to the cloud and stream, etc. This could take a number of years to prove out revenu ewise though. I have to consider if shrinking position now in anticipation of another leg down is the smarter move for the biggest bump from bottom. RO