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The New York Times Company Message Board

the_stock_warrior 7 posts  |  Last Activity: Sep 27, 2016 1:03 PM Member since: Jul 18, 2008
  • the_stock_warrior by the_stock_warrior Sep 27, 2016 1:03 PM Flag

    Seems over priced to me. NVDA a better bet?

  • the_stock_warrior by the_stock_warrior Sep 2, 2016 1:27 PM Flag

    Profit taking? Or AMD foundry news concerns?

  • Reply to

    NVDA just keeps on going up!

    by the_stock_warrior Aug 9, 2016 11:42 AM
    the_stock_warrior the_stock_warrior Aug 11, 2016 5:22 PM Flag

    Better than good! Yippie!

  • the_stock_warrior by the_stock_warrior Aug 9, 2016 11:42 AM Flag

    Now one of my best investments ever! Sure hope the earnings are good for another boost as the current price is nearing perfection for past earnings, IMO.

  • the_stock_warrior by the_stock_warrior Aug 3, 2016 12:14 PM Flag

    Nvidia expected to announced Pascal GPUs for notebooks at Gamescom. This from DigiTimes Monica Chen.

    Nvidia's Pascal-based discrete graphics cards for notebooks are expected to be unveiled during Gamescom in Europe, hosted from August 17-21, and notebook players including Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and Clevo will showcase their latest products using the GPUs.

    Since Europe is a major market for gaming PC products and the number of gamers in the region has been rising rapidly, many gaming PC vendors have been expanding their reach into Europe's channel and have been sponsoring e-sport teams from the region.

    Nvidia will no longer use the letter M to differentiate its desktop and notebook products and is now using the same names for both product lines. For Gamescom, Nvidia will unveil its GeForce GTX 1080/1070/1060-series GPUs for notebooks.

    With the unification of product names, Nvidia's desktop and notebook GPUs with the same name will have equal performance. In the past, Nvidia's notebook graphics cards typically had weaker performance than their desktop counterparts.

    With the releases of the new GPUs, gaming notebooks with existing 980M/970M/960M GPUs are expected to receive price cuts.

  • the_stock_warrior by the_stock_warrior Jul 29, 2016 12:08 PM Flag

    Nice growth with forward PE in very low teens. Surprised not priced higher. Thought?

  • the_stock_warrior the_stock_warrior Jul 7, 2016 3:43 PM Flag

    TSMC has two production areas.

    1) Hsinchu Science and Industrial Park is in the northwestern portion of Taiwan.

    2) Central Taiwan Science Park is more centrally located and also on the western side.

    The typhoon, while extremely serious, is expect to make landfall in southeastern Taiwan and track well south of both facilities. Hsinchu will survive completely unscathed, IMO, Central probably cat 1 or 2 winds.

    So your fears are basically unfounded, IMO.

    As for your skepticism about the ADP report, I don't see any relevancy here, even if founded in superior intelligence.

NYT
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