Amidst the thrashing that the broader market took today, Nvidia shares closed down 13% today because an analyst at Pacific Crest downgraded the stock because he believes the company will sell its chipset division.  This is in rather stark contrast to the swirling rumors that Apple will forgoe Intel chipsets (not processors) in their upcomming MacBook revisions.  According to that MacRumors article, that could be as early as next week.  Now, don’t get me wrong–Apple has been known to hang on to bad technology longer than needed.  But it seems unlikely that they’d go through all the work to switch over to Nvidia chipsets for only one hardware revision cycle.  It’s also true that Nvidia takes a lot of heat despite not really having much competition at all–their stock seems to follow the “good news, stock declines/bad news, stock declines” policy that plagues Apple.  I suppose even if Nvida were to sell off the chipset division, there’s no reason Apple couldn’t continue purchasing the line from whomever buys the division.


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