insook--
you already know my feelings toward niles. kumar is another of my favorites, and i even talked about him in the opening post of the analysts who are really bad board.
kumar is even worse than niles, IMHO. the guy lacks any type of discrimination. new celeron gonna replace AMD? yeah, right. if that happens, INTCs margins are going to go to crap. besides, K6-2 is going to be better than high end pentium2's, so now intel has to fight AMD on both fronts.
its going to be a bloody war. i would rather be in AMD right now, because the downside is very limited, as opposed to INTC, and their numbers have no where to go but up.
i have started to sell my LT put position in MU (the only puts i have left on it...damn, why did i have to sell the others yesterday...i need to be more greedy<G>). this is overdone, and it should bounce a little off todays close. still too much interest in the stock for this to be the big sell off.
good luck to all,
trey |
