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 the prologue, one more time Barron’s is providing an opportunity to short sell NVDA at much higher price than otherwise possible.
Barron’s is correct in emphasizing the importance of Graphics Processing Units and NVDA’s expertise in this area. However, Barron’s Misses the mark in the following areas:
- NVDA has already licensed all of its relevant intellectual propert regarding GPUs tpo Intel. Intel has been slow, but when INTC catches up it will not be lacking GPU intellectual property.
January 24, 2011