Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 252.09

-0.3%

3:59 PM EST

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To: dougSF30 who wrote (195159)	4/26/2006 2:23:54 PM
From: Joe NYC	Read Replies (1) of 275872

Doug, Used some of the proceeds to buy more Intel 2008 call leaps, this time at a $22.50 strike. Looks to me like investors have priced in a crappy Q2 for them already, but not completely sure, hence the long time frame. I would not be buying Intel at this point. I think it was Tad La Fauntaine who last year rated Intel "Strong Sell" with target of $16. I think Intel will hit $16 before it goes significantly up from where it is today. But you have a plenty of time on those leaps. I, too, will consider re-entering, once the relative performance of the K8L vs NGA becomes clear, along with a solid launch timeframe. I think we should have some idea about this by July / August, which I think will be the low points for both companies. Joe

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