SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Chartered Semiconductor of Singapore (CHRT)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TimF who wrote (10)4/3/2006 11:53:32 PM
From: Petz  Read Replies (1) of 12
 
I agree CHRT looks great. THere are reports that output of AMD CPUs will start in June, other reports that this might even include some 65nm CPUs and a report that Chartered yields are "sometimes better than AMD's." I interpret that last statement as meaning that yields are USUALLY lower than AMD's, but on average almost as high.

I started a few months ago buying March 7.5 call options and I exercised every one of them, sold half the stock and bought some September 10 calls. Now they are already "in the money." But I think today's move was mostly due to positive comments about the "Comm" sector, where CHRT has major foundry partners.

Some recent CHRT posts on the Moderated AMD thread:
Message 22310242
Message 22310932

Can't find the one that quotes a source about the 65nm CPU's, which many AMD'ers doubt. But I think it might be a way to allow AMD to accelerate their 65nm ramp in order to get their next generation design to the market sooner.

Petz
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext