Sometimes I wonder what it takes to win love and respect from investors. NVIDIA
First, Advanced Micro Devices
Next, Intel
So I don't know what's up with the sliding share price today. Granted, NVIDIA has nearly doubled over the last three months, and made a strong showing at last week's CES show. Perhaps we're just looking at some profit-taking now that the whole Intel litigation mess has been settled.
NVIDIA remains at a crossroads in its history. Its graphics chips for desktops and notebooks are becoming less relevant, replaced by Tesla supercomputing chips and Tegra mobile processors. One reason why CEO Jen-Hsun Huang merely shrugs at the Intel licensing stuff might be that he considers mobile chip producers Texas Instruments
But the license payments will help. So will AMD's lack of leadership.