“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.”
“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.”
“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.”
