Just so that you know, I consider my stock market profits
just lucky guesses. I am no analist, and have little experience
actually paying attention to what is happening. What I do is
see go products and companies with stocks that seem really
cheap compared to where they have been in the past. I think
that usually when a stock goes down when there is bad news,
they go down too much, so then I buy if I have heard of the
company, and know a little about their products and the market.
Thus I stick with Tech. Lately I have lost alot, but I haven't
yet lost what I made last year. (just a little history).
Anyways, I think that AMD is not hurting because of the
CPU market and their CPU delays, because that hurt was
realized several months ago. They don't need it to survive,
but they need it to become huge and profitable. If they
can get as little as 10% market share in the CPU market,
then they will grow big time, and I will make lots of money.
The reson they are hurting so is because the whole Tech
market is hurting. People aren't spending as much on PC's
anymore, so everone has to lower prices to stimultate the
market. This reduces margins, and thus AMD comes up with
a loss. Ram prices are hurting them, and many other PC related
prices. I have been watching the prices of PC parts really
closely, and they have be going down too fast. This is good
for the consumer, but bad for our stocks. The pricese are
going down even thought there hasn't been any new technical
advances to warrent this. Basically I think that the Japaneese
are selling products at a loss to hurt the American companies.
They have done this in the past, and are doing it again. It
works and is good tactics on their part. AMD does alot of
things so they will survive, but they will be hurt. The K5, and
K6 can help them alot, but CPU prices are going down too.
I am wondering when we will see Intel hurt and if at all they
will. Aparently they have reduced the costs of their Pentiums,
but I am not sure. I am guessing that their will anounce much
less than expected earnings, but and not confident enough to
shor the stock. I kind of wish I did at $75 last week like I
wanted, but am glad I didn't. As they seem to go up no matter
what. I am wondering if I should place an order to do it if
they get to $70 in the hopes that they will go down to $60.
Anyways, I hope I answered your question.
Terje |
