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Strategies & Market Trends : Short Selling, Dark Side, Bubble Busting Laboratory

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To: mishedlo who wrote (3)	4/12/2005 12:39:52 PM
From: regli	of 361

Be careful with AMD. It is hitting the sweet spot with its products. Though there is the options issue, I expect them to outperform Intel because of increased market share in the CPU area. In addition, the Japanese just recently issued a kind of antitrust ruling against Intel opening the market for AMD chips for Japanese PC makers. Japanese laptops comprise a significant portion of the laptop market and AMD just came out with a highly competitive chip (Turion) in that space.

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