Replies to post #440611 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

No longer prefer NVDA over ATYT due to stock performance@GSCO

Goldman believes NVDA's product advantage is reflected in its valuation. The firm is raising estimates for both NVDA & ATYT due to expected chipset strength in 1H06. The firm expects ATYT's growth to significantly exceed NVDA's in 2007. :