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

To: dougSF30 who wrote (195159)	4/26/2006 2:08:46 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Doug/Joe - Sell Why sell today? I know, that noone could predict the future, but what is in front of us near term? AMD board meeting in the beginning of may. Turion X2 Launch coming, the same on desktop with AM2 and new Servers later and at the start of june the analyst meeting with the newest infos on future CPUs. Its really tough for me to see lower prices in this "environment" ... But these are only my LITTLE 2c - as always. BUGGI

To: dougSF30 who wrote (195159)	4/26/2006 2:23:54 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Doug, Used some of the proceeds to buy more Intel 2008 call leaps, this time at a $22.50 strike. Looks to me like investors have priced in a crappy Q2 for them already, but not completely sure, hence the long time frame. I would not be buying Intel at this point. I think it was Tad La Fauntaine who last year rated Intel "Strong Sell" with target of $16. I think Intel will hit $16 before it goes significantly up from where it is today. But you have a plenty of time on those leaps. I, too, will consider re-entering, once the relative performance of the K8L vs NGA becomes clear, along with a solid launch timeframe. I think we should have some idea about this by July / August, which I think will be the low points for both companies. Joe