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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (6794)8/17/2003 11:08:05 PM
From: orkrious  Read Replies (2) | Respond to of 25522
 
I am thinking about adding a little AMD but their stock doesn't seem to be going anywhere...

if the opteron is so great, why don't you do what I did and short INTC? opteron is going to do two things, shrink their sales and kill their margins. talk about a richly valued stock. 34x in a mature market with declining market share. it's almost a slam dunk, but of course nothing is that easy and something will go wrong <g>