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ciciagt

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ciciagt

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Re: None

Thursday, 10/04/2012 3:25:11 PM

Thursday, October 04, 2012 3:25:11 PM

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"But for Broadcom and Nvidia, it’s all good. Nvidia’s “Tegra” application processor is in the Nexus 7, and in at least one version of Surface. Hence, “given multiple Android and Windows RT tablet design wins as well as 30 smartphone designs (Acer, Asus, Coolpad, Fujitsu, HTC, Lenovo, LG, SONY, Toshiba, ZTE etc), our Tegra estimates of $580 M for F13 (C12) are too low.”

http://blogs.barrons.com/techtraderdaily/2012/10/04/aapl-onslaught-of-tabs-threatens-ipad-helps-brcm-nvda-says-avian/?mod=yahoobarrons
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