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Technology Stocks : AMD ATI INTC NVDA Moderated

AMD 257.97

-0.7%

Oct 28 3:59 PM EDT

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To: xun who wrote (85)	8/19/2011 3:31:07 PM
From: xun	Read Replies (1) of 95

Quite a week. S&P is approaching its valuation bottom vis a vis the market bottom of March 9th, 2009. GOOG is buying MMI for its patent war with AAPL and MSFT. HP exits from pad and phone markets, and is looking for a way out of PC business. Hot Chips 2011. INTC is delaying its introduction of the Cedar Trail-M. It may end up competing against Krishna instead of Zacate. That will translate that Bobcat APUs will continue to dominate its segments in 2012. BD is supposed to ship this month and will be officially launched next month. Rumors out of Taiwan said Back-to-School is weaker than anticipated, including AAPL. As far as my interest is concerned, it will be interesting time again starting from September to CES 2012 next January. Lots of new platforms and products from AMD/INTC/NVDA etc. I am looking forward to a Trinity 14" notebook at 1600x900 as my future Windows workhorse.

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