Semiconductor shares pushed the market higher and we think the second quarter probably won't be as slow as it had been in past years.

I think the market has discounted a lot of the bad second-quarter chatter we're going to hear, and my guess is that conference calls going forward are going to be much more positive,

We had a 15-point lead in the second quarter and probably could have put them away. But we made some poor decisions tonight.

We exorcised some demons with this win. We came out a little slow, but warmed up by the second quarter.

We had a real tough second quarter, a really devastating second quarter, probably the worst we've had all year. That quarter did us in. If you look at the first, third and fourth (quarters), it's an even game.

It's probably been one of the worst years for the semiconductor stocks and for techs in the last 15 to 20 years. This company has done extremely well in a terrible environment by executing flawlessly an extremely competitive 3D graphics market. NVIDIA is a top dog in this niche.