RE:"You are like a bull dog, once you get a hold of something you never let go. You used to say X-Box chips sold for next to nothing, they were a loss for Intel. Now they are an excuse for AMD losing share. Droid logic, whatever happens is good for AMD, bad for Intel, by whatever convoluted analysis is required."
Baloney. If Intel uses X-box chips in market share, Analysts buy it and Intels stock goes up, then that's OK with me.
It's all a game for which I have rolled my eyes for years.
One reason I use TA...it filters out the chunks, doesn't even really see them.
RE:"The majority of those X chips shipped in Q3, not Q4. Q3 was the big inventory ramp, filling the retail shelves, now we get the sell-through reorders. Probably not materially significant for Intel, thus no analyst questions."
X-boxes are hard to find. So Intel sold all the X-boxs chips in Q3 and quit in Q4? Right. Sure...
Intel is pumping them out like mad and the numbers will increase...trust me...
Intel may well gain share...as will my share...
Sorry to bust your bubble.
RE:"There was a time when you were neutral and rational in your investment opinion of AMD and Intel. What made you start to take it so personally?"
I am very rational...you take it too personal...OTOH, the stock doesn't know who you are or care.
RE:"Why did you vote Paul off the AMD thread?"
I explained that.
Jim |
