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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 691.960.0%Feb 11 4:00 PM EST

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To: Johnny Canuck who wrote (41000)4/9/2004 9:16:59 AM
From: Logain Ablar  Read Replies (3) of 70699
 
Hi Harry:

TA aside I like AMD vs INTC this year. AMD should do well in the PC space (I believe I read 11% pc growth this year) and also flash memory. My concern is a lot of flash capacity comes on line next year so supply should catch up with demand (rememeber in Jan of 03 intc raised flash memory prices 20% due to demand but then lost market share) and smaller players like ssti is now raising prices.
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