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To: Robert O who wrote (917)	5/22/2012 12:40:36 PM
From: robert b furman	Read Replies (1) \| Respond to of 8288

HI Robert, Ive been wrong about Nvidia for years. I thought Intel's entrance to GPU's was a long death of a thousand cuts. ATI went to AMD as AMD had to do ity to catch up. Low energy GPU's is where they must be to survive. Stay calm and catch the very bottom - best of trades. Bob

To: Robert O who wrote (917)	5/23/2012 9:48:44 AM
From: The Ox	Read Replies (1) \| Respond to of 8288

Don't write off PCs just yet. At the end of this year we get the new windows 8 platform. Most people in the PC world have been delaying upgrading their PCs until the new release. There will be huge demand in a few quarters. In my opinion, now is the time to make your list of companies that will benefit from the new cycle. Expect weakness in all or most PC related companies for the shorter term but I will be using these dips to leg into positions which I will want to own next year.