Five Stocks for the Vista Upgrade Cycle
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Date updated:11-21-2006

To read more about The Cody Report go to TheCodyReport.net.

As Vista finally comes over the vista (oh, man, was that one too obvious?), there’s a whole new PC upgrade cycle about to kick in. The market’s seen these types of PC upgrade cycles in the past, back in the 1990s. When a PC upgrade cycle kicks in and PC stocks lead the market, it's not brain surgery to find the
names that will benefit.

symbol name last price % change open
  • +
  • NVDA
    Nvidia Corporatio
  • $8.62
  • -6.02%
  • $8.96

Nvidia’s graphics chips have enabled the amazing video and other graphics that we take for granted in this computer age. The company’s in a particular sweet spot this time around, as their biggest competitor, ATI, is at least a couple quarters behind Nvidia in rolling out the next gen Vistaoptimized graphics chips. That said, the management here is part of the crowd who misled investors about corporate pay through changing option grant dates and prices for executives without telling investors.

People owning NVDA also tend to own: AAPLAMTAMZNATHRBEASCTSHEMC

TheStreet.com Rating: C What is this?

  • +
  • INTC
    Intel Corporation
  • $14.44
  • -6.05%
  • $14.75

The company’s got new chipsets, new platforms for developers and a major new operating system to power up.

People owning INTC also tend to own: AAPLAMDCSCODELLGOOGIBMMSFT

TheStreet.com Rating: C What is this?

  • +
  • MU
    Micron Technology
  • $3.28
  • -5.48%
  • $3.48

To read more about The Cody Report go to TheCodyReport.net. Micron’s sweetly positioned for big growth as Vista requires a ton of DRAM which is exactly where Micron dominates in this country.

People owning MU also tend to own: QQQQSMHFMDMOMRHUNHACAD

TheStreet.com Rating: D What is this?

  • +
  • AMD
    Adv Micro Devices
  • $2.66
  • -4.32%
  • $2.72

For the first time ever, really, AMD finally got the best of Intel during the last couple years when AMD’s chips ran much cooler and more energy-efficiently than Intel’s.

People owning AMD also tend to own: AAPLCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: D What is this?

  • +
  • GLW
    Corning Inc
  • $11.14
  • -3.55%
  • $11.34

As all these new PCs with Vista are sold, displays will also undergo a new upgrade cycle of their own. Monitors – even LCD monitors from just a couple years ago – pale in comparison to the remarkable images that today’s flat panel and laptop PCs display.

People owning GLW also tend to own: AOBCOGOCRYPGELGRMNGSMDRX

TheStreet.com Rating: C What is this?

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