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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (49404)7/30/2001 3:24:00 PM
From: bacchus_iiRead Replies (2) | Respond to of 275872
 
RE:"Actually, if I were a shorting man, that Barron's article probably sets up AMD as a good short. "

You are right on this. There is no better contrarian indicator than Barron's. It's the only reason why I re-bought half of my PUT position this morning.

But why should INTC go down on such a great news.

Gottfried

PS: Specially that the Baron's article contain statement like:
The semiconductors sold by AMD are ``equal to and in many cases better and faster than rival offerings from Intel,'' said the report. ``Though this will change when Intel comes out with its newer chips next year, it gives AMD a window of opportunity to seize market share.''