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Technology Stocks
NVIDIA Corporation (NVDA)

An SI Board Since January 1999

Posts	SubjectMarks	Bans	Symbol
2646	270	0	NVDA

Emcee: Frank Sully	Type: Moderated

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546	MSDW reiterates strong buy: • NVDA reported F2Q01 EPS of $0.28 vs. our and co	Rustam Tahir	-	8/22/2000
545	The cash and cash equivalents line seems to be fine. $269 in April and $289 in	Rustam Tahir	-	8/22/2000
544	I pointed out the possible $2M bad debt provision from Quantex a little while ag	Michael G. Potter	-	8/22/2000
543	I listened to the conference call. Nothing earthshattering to report. The anal	Rustam Tahir	-	8/22/2000
542	There was quite a bit of profit taking after the close. I imagine some of these	sandintoes	-	8/22/2000
541	No, I missed the call also, but I bet we'll find out everything we want to k	sandintoes	-	8/21/2000
540	Excellent earnings. Did anyone listen to the conference call? Any notes from t	Thomas DeGagne	-	8/21/2000
539	<I>TUESDAY ON CNBC * STATE STREET GLOBAL ADVISORS Chief Investor Officer N	sandintoes	-	8/21/2000
538	d	Mr. Park	-	8/17/2000
537	I followed up and read a bunch of the links. I'm not 100% certain that the	Michael G. Potter	-	8/13/2000
536	Bad debt write-off for NVIDIA? Quantex seems to have gone bankrupt - quantexs	Michael G. Potter	-	8/13/2000
535	NVDA is mentioned in Barron's this weekend. Nothing new or earthshaking, ju	Rustam Tahir	-	8/12/2000
534	Ash Rajan was on CNBC and NVDA was one of his top picks! He explained a little	sandintoes	-	8/7/2000
533	And the yields at lower sizes are smaller. Plus you have to reinvest in new too	Michael G. Potter	-	8/6/2000
532	Moore's law says that the number of transistors per wafer doubles every 18 m	Thomas DeGagne	-	8/6/2000
531	OT - Silicon Valley area GT I posted this in the 3dfx thread as well, but the i	Michael G. Potter	-	8/6/2000
530	Moore's law does not say that cost goes down every 18 months. Every chip co	Michael G. Potter	-	8/4/2000
529	Scott, don't forget Moore's Law. In 18 months the cost of producing sem	Thomas DeGagne	-	8/4/2000
528	<i>Also... don't forget that MS will be making major $$$$ on the sale	Scott Garee	-	8/4/2000
527	<i>Also, the $200 million that MSFT has already provided will go a long wa	Scott Garee	-	8/4/2000
526	Scott, Re: X-Box Also... don't forget that MS will be making major $$$$ on	Mark099	-	8/4/2000
525	I still think the $45 per box is a pretty incredible percentage of the total pri	Rustam Tahir	-	8/3/2000
524	<<Let's look again at that $45 number. X-Box is supposed to sell for ~	Marc	-	8/3/2000
523	<i>The CEO's comment that $45 of revenue per box is pretty incredible.	Scott Garee	-	8/3/2000
522	This is the first I've heard of them providing audio. Like the article says,	sandintoes	-	8/2/2000

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