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- Intel Aims to Tighten Its Control of the Chip Market
- Kris Tuttle submits: Intel INTC is a tough competitor. Maybe not as ruthless as Microsoft MSFT was but they know many of the same plays. For example recently Intel has taken steps to tell manufacturers that it will not "unbundle" their own 945 graphic chipsets from...
- External links 2008-12-27
- Actel's Forward Estimates Look Impossible
- Kris Tuttle submits: We don’t focus much of our research horsepower on short ideas but often need some as a hedge in our portfolios. Fortunately we have been able to turn up some good ones in the past like Iron Mountain IRM, Constant Contact CTCT and Symantec SYMC....
- External links 2009-01-21
- Nvidia Positioned to Lead Mobile Solutions
- Kris Tuttle submits: It’s no secret that the GPU space has been heating up. The Apple AAPL/Nvidia NVDA deal got the ball rolling and now Intel INTC, Nvidia and [[AMD]]/[[ATI]] are in a fight to lock up design wins in the next generation or two of devices. ...
- External links 2009-02-10
- Nvidia's Tug-of-War
- Kris Tuttle submits: Since we published our report on Nvidia NVDA back on January 29th, the shares have vaulted to $12 then sunk back to near $8 and are now sitting in the middle at $10.50. Our intrinsic value (IV) estimate remains $15, which is a level we...
- External links 2009-05-31
- What Nvidia Is Missing
- Kris Tuttle submits: We have digested and published plenty on this name but one major thing is missing: insider stock behavior that is consistent with the rhetoric. Insiders have been big sellers and the most outspoken of them all, the CEO, has been selling millions...
- External links 2009-06-18
- NVIDIA: The More Volatility, the Better
- Kris Tuttle submits: NVIDIA's NVDA stock has been quite a roller coaster this year since we published our original research report on January 29th. (See our February 10 Seeking Alpha article here). At the time we noted that the growth in mobile...
- External links 2009-10-04
Additional Resources
- Apple Makes Its Way to an In-House Design Team
- Kris Tuttle submits: Apple AAPL is grabbing some more headlines, having recently hired a few more senior semiconductor executives. It builds on what they have been doing since they acquired PA Semi a while back, and it appears they will go all the way to having their own...
- External links 2009-04-30
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