Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

Nov 17 3:59 PM EST

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To: brushwud who wrote (182576)	1/7/2006 5:29:27 PM
From: cruzbay	Read Replies (2) of 275872

Brushwad: Yeah - the STX mention was me - I think it is still seriously undervalued, and that the Maxtor deal will further its market, technical, and cost domination of the HDD space. The HDD sector is not well respected, but STX's fiscal performance is killer. I think that the stock has a ways to go, and with a trailing PE of 11, the downside is limited. There was a share overhang (NewSAC) from the private phase, but this is very nearly wound out. I have a bit left of '06 $20's, a lot of '07 $20's, '07 $25's, and '08 $25's, along with a significant common position. It and AMD are my only individual stock/option holdings.

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