The Arora Report

NVIDIA (NVDA) KICKS AMD (AMD) OUT OF APPLE (AAPL)

November 21, 2011

Nvidia (NVDA) has kicked out AMD (AMD ) from Apple (AAPL) MacBooks. Previously AMD had kicked Nvidia out of MacBooks. It appears that Apple is playing the game to get the best pricing. There does not seem to be any performance issues with AMD or Nvidia.

Nvidia stock is strong on the news, however, the news is not material. GPU sales from Nvidia to Apple may be only in the range of $50 million. If Nvidia continues to move up, it may form a good short.

If and when six screens of the ZYX Change Method are satisfied, we will issue a short signal on the Real Time Feed of the ZYX Short Sell Change Alert.

AAPL, AMD, NVDA

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