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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 (41)	9/24/2010 6:24:36 PM
From: xun	Read Replies (1) of 95

The battle line for AMD is 7.50. If it stands on that level, it just tells me the old scare is over and it will be back. Otherwise, the Street still does not give it a chance. But that's an old story. Looking back one year from now, money guys would regret that they didn't buy INTC when its yield was >3%. JHH confessed on Fermi at GTC and the Street bought into it. But somehow my takeaway from the JHH confession is that NVDA will continue to bet on HPC and be happy to hang around the AIB markets. Maybe he feels lucky in ARM, or Tegra if you will. But I am still doubtful about the ARM fad. Just watch who else will succeed in pads besides AAPL. My bet is none. The success of iPad is more AAPL than pads. AAPL is not a computer company anymore since the iPod. It's a consumer electronics company. And none of the PC companies comes close to that regard. Hence, none of the PC pads will fly, just like the old tablets. Next up, S&P 1150 on tap. If it breaks up, as I think has a more than 50/50, then we will end up higher than 1230 around New Years Day. Otherwise, I have to re-draw my charts:^)

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