HEXUS.sharewatch: investors down on AMD and NVIDIA

Investors in general are feeling nervous about any stocks heavily influenced by a weak PC market, but some are being more punished than others.

Luckless AMD has not had the boost it may have hoped the launch of its Llano APUs would give it - far from it. In fact the Llano launch served to further emphasise the consumer notebook market as AMD's strategic focus, just as that sector is at its weakest for years.

On top of that it has now been over six months since CEO Dirk Meyer was shown the door and AMD still hasn't managed to find a replacement. That doesn't send out very encouraging signals to investors.

Over at NVIDIA the feeling is that its stock is still being punished by the continuing deficiencies of the Android tablet market. NVIDIA's Tegra 2 SoC is at the heart of most of them, but after the initial excitement, end-users are struggling to see the compelling reason to add a tablet to all their existing devices and NVIDIA's shares are declining accordingly. We're also starting to see the second wave of Android tablets coming out containing SoCs from NVIDIA's competitors.

On the flip-side, the likes of Dell and Microsoft had decent weeks, despite being heavily exposed to the PC market. The reason for this is probably because they also do a lot of business in the enterprise sector, where things are looking healthier.