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IRRATIONAL EXUBBERANCE ON NVIDIA $NVDA

ï»¿ 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 a game changer if NVIDIA can muster design wins with popular phone manufacturers. But

January 8, 2011

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 of acquiring semiconductor companies to enhance server technology. Possible buyout candidates include MIPS, AMD, ARMH