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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 260.64

-1.4%

1:28 PM EDT

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To: xun who wrote (92)	3/2/2012 10:44:19 AM
From: xun	Read Replies (1) of 95

AMD bought SeaMicro. This is the first significant investment since the ATI acquisition. And I like it very much. No matter how it pans out, the new management has a direction. INTC is reaching a plateau for now. NVDA is going nowhere until Kepler introduction. Tegra 3 turns out be just one of the new mobile chipsets out there. It's too early to conclude it as a success or not. ARMH is fully valued at this point. SMH could be in trouble in short term. But if a correction comes around, it will end up much better toward the back half of the year. Just a hunch.

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