lt cap,

You know, on NVDA I just want to kick myself. I some time ago I wondered about them, as their cards are so much better than AMD's, AMD has just given on competing with them on the high end video cardd. I saw tham a $22, looked sometime later and they were $47. Thought about it, but it seemed they might be pricey. Now at $67. I didn't know they were expanding outside of the videocard market. Darn.

On INTC, at least for today, they've stablized from yesterday's hit. I wonder (and it is only that) whether their 'flat' guidance for Q4 is real, or whether they're setting up a beat. I know they've got a lot of challenges, and the bar is high. But as you know, I'm a 'true believer'. Especially hard to let go of because is supports a pretty high dividend for the sector.