NVIDIA (NVDA) PUSHED OUT BY ADVANCED MICRO DEVICES (AMD) AT APPLE (AAPL)

 In a prior post, we forewarned that Apple (AAPL) may push out Nvidia (NVDA) in favor of Advanced Micro Devices (AMD).   Now the news is out. New Mac Books will include  AMD's 'œRadeon' graphics chips ...
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QUALCOMM (QCOM) TO COMPETE WITH NVIDIA (NVDA) ON GRAPHICS

Traditionally, NVIDIA (NVDA) is a manufacturer of graphics cards marketed under the name GeForce. Typically, low end PCs and notebooks offer graphics capabilities integrated with the CPU. The high end units offer better graphics performance ...
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MISPLACED CASE BY BARRON’S ON NVIDIA $NVDA

Barron's just made a case for Nvidia stock price doubling. We are a fan of Barron's and its mostly thoughtful content. However, Barron's has been known to be wrong at times and if past is ...
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INTEL $INTC TO PAY NVIDIA $NVDA $1.5 BILLION

Nvidia $NVDA trading has been halted.  News is that Nvidia has signed a 6 years cross licensing agreement with Intel and Intel will pay $NVDA $300 million each in 5 annual installments.  This amount is ...
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IRRATIONAL EXUBBERANCE ON NVIDIA $NVDA

 Intel Sandy Bridge Processor Some exuberance on NVIDIA (NVDA) is justified based on the news that Dell  (DELL) will use a NVIDIA core in its phone. We do not argue that this development may be ...
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SPECULATION ON ALTERA $ALTR IS NONSENSE

ALTR  has been running up on the speculation of an ORCL buyout.  As an electrical engineer, I am very familiar with the products of ALTR. There is no synergy between Altera's products and Oracle's strategy ...
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