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To: Kid Rock who wrote (1228)	11/12/2002 6:30:32 AM
From: TechieGuy-alt	of 1391

Listen to their latest CC. I did and did not find any thing in there that would prompt me not to hold this stock in the signle digits. They have the absolutely greatest technology. The NV30 delay is due to production issues with the 0.13u copper process. If NVDA is true to its history, this product will absolutely blow away the competition. We will know in about a week when it launches on Nov 18 (comdex). They are also rapidly coming on strong in the chipset market. See the latest NFORCE2 review on Tom's hardware. It's judged to be the best Athlon XP chipset on the market now- and it's just the second itteration of that chipset. These guys have what it takes to grow in new segments and consolidate existing ones. Don't be frustrated. Play the swings. Buy in the single digits and (I've been) sell(ing) CC's in the $13-$15 range. This time I'm also going to sell more naked puts in the $8 range. They are cash flow positive with a very strong new product cycle coming on line- both in the very high end graphic chipset market and the NFORCE2 chipsets. Just my take. Do your own research. TG

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