In the festive week's trading most of our list were in the red. However, one company stood out and not for the first time it was graphics outfit NVIDIA.
There was no clear reason for the drop, but it may have been influenced by the rumour that Intel was planning to insist system builders who buy its Atom CPU - which is almost ubiquitous in the hugely popular netbooks - also buy an Intel chipset.
The reason this matters to NVIDIA is that it has just announced its new platform, which would couple its 9400M integrated graphics processor (IGP) with the Atom, to improve the graphics performance of said netbooks. It's assumed that if Intel insisted on people buying its chipset - including an IGP - this would put a serious dampener on NVIDIA's plans for Ion.
We anticipated this when we interviewed NVIDIA's notebook head Rene Haas and asked him if he was worried about it. He said he wasn't.
While we can see why Intel might be tempted to use its dominant position to try to ensure more sales of its IGP over NVIDIA's, it doesn't seem to have done so in the fully-fledged notebook sector so there's not strong reason to believe it will try something like that here.
Other than that we've got single figure percentage drops across the board, with the exception of Microsoft - just - and distributor Avnet. Brace yourself for another eventful year in the stock markets.
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