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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 (66)	2/16/2011 6:00:52 PM
From: xun	Read Replies (2) of 95

A headless AMD is going up and up in the last few days. What gives? A pump and dump? Or is there something cooking? Or is it simply better business prospects? The NVDA mini-bubble is bursting. It seems to me that the mobile land gets used to paper launch or vapor launch. That is in stark contrast to the PC land, where paper launch or vapor launch never works well. Consumer hype? Maybe. SPY and SMH are really tired. BKX is resting. I expect a healthy pause here. AMD has a window of opportunity to catch 10 again, if (1) it finds an CEO soon; or (2) it launches long-anticipated products well. Cautious on the general market. Bullish on AMD. Neutral on INTC. Neutral on NVDA. Very cautious on SMH. Very very cautious on Europe. Very Very bullish on Dollar.

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