My day at nVidia.
As a partner of [company name deleted - as it was recently formed], I attended the Analysts' Day at nVidia on June 16, 2009. Excerpts follow. ...
Archive for the ‘Jen-Hsun Huang.’ Category
Semiconductor stocks worth buying.
Q: When is it the correct time to buy into a cyclical stock/company/industry ? A: The correct time to nibble is when the leading company is losing money – while the second and third tier companies have NO pricing power. The clear time to buy more is when pricing power returns to the industry – ...
nVidia. I refuse to believe that the worst is over yet.
There have been a lot of road-kills in the graphics business [Chips & Technologies, S3, Cirrus Logic, Tseng Labs come to mind], which is always cyclical, and “owned” by a player or two. For now, nVidia is one of the big two, and will continue to be – till the next major breakthrough in graphics ...