The four best semiconductor stocks for 2009.

Posted on January 5th, 2009 in AMAT, Applied Materials, Eli Harari, Flash, GPU, Graphics, Memories, NVDA, SPWR, SPWRA, SPWRB, SanDisk, SunPower, Uncategorized, nVidia , , , , , , , , , , , , ,

The semiconductor industry has been in the dumps for eighteen months now, with another six months to go – before exhibiting any signs of recovery. Yet, there are cash rich companies whose equities will do well through the course of 2009.

Published by Bapcha Murty // Comment now »

nVidia revisited.

Posted on September 15th, 2008 in AMD, ATI, GPU, INTC, Intel, NVDA, Stream Computing, Uncategorized, nVidia , , , , , , ,

A little over a month ago, I wrote that the worst was not yet behind nVidia. UBS was second in line, and they based their decision on competition and growth worries. My basis for the need to hold-off on NVDA’s stock was based on both research and intuition. For starters, they had a manufacturing issue that cost [...]

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Published by Bapcha Murty // Comment now »

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