RE: ML Report on NVDAArisaig, Prudential's statement on guidance caught my eye also. I was considering adding to my position, but I will wait til mid-dec to see what will happen.
Agreed on the NVDA thing, but, it doesn't seem that NVDA will return to those glory days anytime soon. There is also a lot of uncertainty hanging over them(Xbox litigation, SEC, etc...).
I hope that ATI will not warn for Q1, that is why I am waiting. However, Orton has said on more than one occasion that they will meet the numbers. I am sure if they meet the number the stock will go up.