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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 261.75

+1.5%

2:17 PM EDT

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To: xun who wrote (78)	6/6/2011 10:22:45 AM
From: xun	Read Replies (1) of 95

Computex is over. There is not a lot from the show, AFAIK. AMD delayed BD by about a quarter. It will miss the BTS season. This probably is being built into the price in the past two weeks. So, it comes down to Llano for the coming BTS season. In the near term, AMD is going through a pricing discovery, digesting the recent news/events. In the window of LEAPs, I am still accumulating at a measured pace. And the server side of the MPU business will determine its pricing trajectory of 6-12 months. INTC did not have much news lately, not in my ears. Its price has been firm during the current sideway motion of the market. That validates my thesis that INTC is a 401K type of investment regardless of how the pad mania goes. ARMH exhibited some volatility lately. That is normal. At the current price level, the pad mania is not enough. It's show-me-the-money time for it to move out of its current trading range.

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