In a prior post, we forewarned that Apple (AAPL) may push out Nvidia (NVDA) in favor of Advanced Micro Devices (AMD). Now the news is out. New Mac Books will include AMD’s ‘œRadeon‘ graphics chips in the 15-inch and 17-inch models, replacing parts previously supplied by Nvidia. Now one part of
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,
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
Nvidia $NVDA trading has been halted. News is that Nvidia has signed a 6 years cross licensing agreement with Intel and Intel will pay $NVDA $300 million each in 5 annual installments. This amount is in the range of what was expected and in line with earlier settlement between $INTC
 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
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