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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 (94)	4/12/2012 3:46:15 PM
From: xun	of 95

AMD is in consolidation. Next week is crucial for its near term direction. Level of $8.50 looms large. If Trinity pushes it through this level, clear sky is over the horizon. INTC is anticipating IB introduction. Ultrabook will make or break it in the near term. NVDA is still lurking beneath the surface. The street does not buy into GK114, so far. The visibility of Tegra is still not clear. ARMH is still going and going sideway. Dead money, sort of. QCOM is strong. But a lot will hing on the success of the Windows 8 phones / ICS phones. The earnings season is upon us. And we will have a much better idea as how Ultrabook/Ultrathin will play out. Interesting time, indeed.

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