RE: ML Report on NVDA(golongbuy)Hi golongbuy, Rogers is a piece of work indeed, that is why I changed from cable to satellite - which offers way more value for your money.
I think when ATI entered the set top box space, it didn't do as well as they thought. But now, it must be picking up significant steam and will continue to do so in the long term. As the digital phase subsides, the hdtv will start to pick up. As you know, hdtv is not a big thing yet, but will be.
As for ML. Well, what can you say. It's like leading the sheep to the slaughter. On one hand they say buy nvda, on the other hand ATI's market share will be a problem for them. Go figure.
I have stopped listening to analysts a long time ago. They are self serving at best.
If you look at ATI going fwd, they are extremely well positioned to take advantage of any upturn in their respective businesses. They have no debt, over 200m in cash etc.......I could go on, but gotta work.
It's only a matter of time before we move nicely, IMO.