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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 209.47+0.9%3:36 PM EST

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To: niceguy767 who wrote (201743)6/12/2006 6:23:17 PM
From: zdenekb_1999Read Replies (2) of 275872
 
"Like you, I liquidated all long positions at the open."

Product portfolio and other factors put aside: when even the most staunch supporters capitulate... - calling for a bottom might be a tad premature but I do hope we are not too far away (if not, the common should at least be in for a rather forceful bounce sooner or later, oversold as it is. Hopefully less spectacular than 2H2000 vs 1H2001, sentiment then was OMG, P4's raw megahurtz power is killing Athlon IIRC).

A loss in Q1/Q2 as mentioned a few posts ago could indeed be in the cards, OTOH I'm still optimistic wrt long term performance. Both sides performing well, a duopoly wouldn't be too unlikely.

Just my 2 cents - opinion only...
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