It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.
More Quotes from Hans Mosesmann:
When a company has such a strong product cycle coming, there are years of momentum that you enjoy.Hans Mosesmann
The perceived impact of the delay may be the real issue to contend with for (chip) stocks in the near-term.
Hans Mosesmann
The opportunity for AMD with Dell was a year ago. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.
Hans Mosesmann
At this point in the demand picture, we believe that the environment may get worse before it gets better. While the stock is interesting from a value perspective, we believe that it will trade in a range in the near term.
Hans Mosesmann
It looks like a miss on desktop with revenue in the Americas down 3.5 percent sequentially. That's unusual. Certainly this is a miss.
Hans Mosesmann
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Paul's the writer. Yeah, I wrote a little of that stuff, but that's just technically true. In spirit, and in essence of the truth, it doesn't matter. So I don't know, maybe I'm being foolish for not being technical. Yeah, I wrote a certain portion of the things.
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