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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 256.12

+0.5%

Oct 31 9:30 AM EST

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To: xun who wrote (15)	3/22/2010 6:40:59 PM
From: neolib	Read Replies (1) of 95

I like INTC if market gives me another change at 20. Missed last one. I know how that feels. I had a buy on AMD on Friday at 9.00 as well as 0.40 for the April 10 Calls. Neither filled, and I didn't renew them for Monday morning. My only significant position in CPUs is ARMH currently. I like there push into FPGAs as hardcores in addition to the softcore version. ATMEL has just released a hardcore ARM/FPGA, and I know they have a deal with Xilinx as well. At first I thought the Xilinx deal might be exclusive, but with ATMEL announcing parts I hope others follow. If they pick up Altera and Lattice they'ed basically take over the embedded core business in all the major FPGA market. I see that as a significant future.

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