Sell Sell Sell!!!!!

[TKS]

A major <A HREF="http://www.ipkonfig.com/Articles/ML-Nvidia-ATI/" target="_new">Financial Advisor</A> is advising their customers to sell Nvidia stock and buy ATI. They see something looming on the horizon. Not that we haven't seen this same thing looming for a while now. Bout time they got their act together.

<b><i>Nvidia,</i> the way it's meant to be benchmarked.</b>

 

[WingDing]

I'd go for an option-based strategy, perhaps a 6 month knock-in with a quanto for currency protection.

Barton 2500+, 512MB Corsair Platinum XMS 3200 CL2, Radeon 9700, WD Raptor 10,000 rpm S-ATA HDD, Asus A7V600, Enermax 460W SilentPlus PSU.

 

[spud]

I wouldnt sell just yet nVidia still has a Christmas session to tackle. I personally would hold for the next 60 days to see what nVidia can pull from their hat.

-Jeremy

<A HREF="http://forumz.tomshardware.com/modules.php?name=Forums&file=faq&notfound=1&code=1" target="_new">Busting Sh@t Up In My Buddies Face!!!</A>

 

[cleeve]

Buy now before Nvidia releases the Detonator 50 drivers!

I hear they show everything in grayscale.

------------------
Radeon 9500 (modded to PRO w/8 pixel pipelines)
AMD AthlonXP 2000+
3dMark03: 3529

 

[spud]

Sweet I bet ill have awsome dx9.0 performance maybe 8 bit percision too. [-peep-] ATI my FX will own in black and white.

-Jeremy

<A HREF="http://forumz.tomshardware.com/modules.php?name=Forums&file=faq&notfound=1&code=1" target="_new">Busting Sh@t Up In My Buddies Face!!!</A>

 

[TheGreatGrapeApe]

Very likely the 'upcoming event' is comfirmation of the Intel ATI deal (involving ATI taking Intel's integrated market share). Then there's the announcement of the R420/423 and NV40. I've yet to see and NV40 with a PCI-EX connector, and ATI is pushing that. That is apaper/PR advantage, that moves stocks.

In reality I'd say the time to buy was a while back ~6mths, when the stock was abou 30% current price.

As for currency protection I wouldn't worry about it, it's not a US based company and therefore short term would do better because of it. The only issue would be volume due to exchange rates, and issues beween consumer revenue and production costs (and tha depends on ATI payment mechanism).

I wouldn't say ATI is a STRONG BUY, but it's a Definitely a HOLD leaning towards ACQUIRE. nV on the other hand would be a Reduce/Sell position rather than hold. The time to profit from ATI has passed IMO.


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