Xougang:
When i started in trading, someone who had been doing it for a long time told me that fear motivates most trades: when buying, the fear that you will not get the stock, or at least that you will not get it at the a good price (whatever that means). And when you sell, the fear that you will be stuck with a stock on the way down.. Since fear is the worst motivating factor to do anything, including trading, and since fear is the worst emotion to use to try to figure out what is going on, the old stock trader said the best advise I can give you is to do what your gut, not your fear, says and always cover your butt.
Xougang, I suspect your link re IBM is probably closest to what the reality of the cc will be about. AMD has been incredibly quiet for the past 3 months, so much so that an analyst like Kumor does not seem to really know for sure what is going on. I think AMD knows that it is make or break time. And if anyone thinks that anyone at AMD wants to lose their job and AMD, including j. sanders, I think you are wigged. So I think this past quarter, maybe for the first time in its history, AMD has busted its butt to do things right. And while I suspect their maybe some negative comments, I think its fear that is turning everything into disaster. Before your rebuttal, let me just say to you: do you honestly think that a company like IBM (which by the way is a better catch than Dell any day) would risk anything with AMD if they thought there was a chance in hell that AMD would screwup big time?
I don't.
ted |
