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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 256.12

+0.5%

Oct 31 9:30 AM EDT

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To: xun who wrote (33)	7/20/2010 12:04:59 PM
From: xun	Read Replies (1) of 95

The AMD battle line is 7.35. The resistent zone is 7.35 ~ 7.68. If S&P does not take it above the zone in short term, we may have to wait until the summer ends. With the latest FEC settlement, in my book INTC is officially a value play. NVDA will be the odd man out over a longer term horizon. INTC has the advantages of process and CPU core. AMD has the advantages of CPU/GPU integration. NVDA hardly has anything that can stand out of the pack in the long run. One could argue that NVDA owns the pro GPU market. But that one will be at least a two-horse race when SI/NI becomes mainstream. So, still long on AMD and value-hunting on INTC but watching NVDA. What a drama.

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