February 2, 2011

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 by utilizing separate graphics chips from NVIDIA or Advanced Micro Devices (AMD). Unfortunately for NVIDIA, Intel (INTC) is introducing in its new Sandy Bridge processor integrated graphics capabilities, which are on par with NVIDIA chips. NVIDIA is expected to lose as much as half of the traditional business as the new chips from Intel become widely available.

In spite of the foregoing harsh reality, NVIDIA’s stock price has nearly doubled in a very short period.… Please click here or the title below to read more.

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