NVIDIA Corporation (NASDAQ:NVDA)

It's time to light the lamp!

Best in class

dominant in mobile processors as well as high end processors

im down

Great pick for cell phone and PC revolution in China.

Love their graphic chips and mobile processors, and so do all gamers.

Tablet and phone market. Best hardware solution. Also quad ARM plus graphics core could be low cost win 8 platform.

They are in several growth markets with an excellent valuation (trailing results deserve a $30 price, but then this is tech where things can change). However, I think NVDA is on or ahead of the curve so change is something that will be caused by NVDA. I like the ARM hookup.

Check out their newest tablet chip as of this writing on the Asus Prime, the Nvidia Tegra chip that is quad core. At this time, that beats even the esteemed Apple. Nvidia is staying ahead of the growing mobile market.

Essential components for many mobile devices

NVDA trading around 6x FCF net of cash & equivalents

Lower priced tablets, more emphasis on gaming, and a big head start suggest that big things are ahead.

Strength in graphics (China) & Hi-permformance computing platforms alone will drive growth, and adoption of new Tegra 3 in Smartphones would be huge bonus

MF Advisor

plus

Nvidia first really caught my attention when I saw the dramatic difference between the quality of its products and those of AMD. Add in the fact that graphics cards will likely become more and more popular because of gaming, the Tegra processor, and the culture of this corporation (check out their website), I think this is a company poised to dominate. However, if Nvidia loses its wide advantage on AMD or misses a key technological breakthrough, the corporation's growth will slow.

This is one of the cheapest smartphone plays out there. It might not let you plate your toilet in gold, but maybe a fine quality copper!

Beaten down at this point with the market. Low debt, good market share; if the tech sector comes back, expect this to go north of $20 in a hurry.

The only thing I can't figure out is the insider action. In the last two years, total buys: $1,191,000; total sales: $104,023,074. I would really like to see some insider buying before I call a bottom to this stock, but there is limited downside from here IMO.

Babo