Cramer thinks this graphics chipmaker, down 40% in the first half of the year, should snap back thanks to a number of new revenue-driving products for gaming PCs, notebooks, netbooks tablets and smartphones. There’s also new visual computing software, like Adobe’s Creative Suite 5, require NVIDIA’s high-end semiconductors, also giving a boost to revenues.
The company’s ION chips for notebook computers are in 70 laptop designs, 50 of which are scheduled to start production in the next six months. And NVIDIA’s chip for smartphones and tablets should be in a whole slew of products that are also going into production during the last part of the year.
For these reasons, NVDA should be ramping ahead of these products launches, not losing nearly half its share-price value. And that’s why Cramer thinks the stock could be “one of the biggest gainers in the second half” of 2010.
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