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Regarding Tegra, clearly Nvidia has won a number of high-profile handset and tablet wins with Motorola, LG, Acer, and others. The firm does not have wins with Samsung, Nokia, RIM, or (obviously) Apple, which cumulatively make up a huge portion of this opportunity. So while design traction is high at key customers, we wonder when investors' Tegra-Mania expectations will outstrip the actual opportunity.''
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