IRRATIONAL EXUBBERANCE ON NVIDIA $NVDA

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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 a game changer if NVIDIA can muster design wins with popular phone manufacturers. But this is only a speculation at this point. After all, Dell is nobody in the cell phone business.
NVIDIA’s prospects in the tablet business are less speculative and certainly a reasonable reason for some exuberance. However, investors do not seem to be taking into account that this will be a lower margin business. … Please click here or the title below to read more.
January 8, 2011