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

To: dougSF30 who wrote (199979)6/1/2006 7:32:17 PM
From: firthoffourthRespond to of 275872
 
Did you see Hector on bubblevision?



To: dougSF30 who wrote (199979)6/1/2006 7:34:21 PM
From: mas_Respond to of 275872
 
You could be right but on the other hand the total removal of capacity constraints could throw a curved ball at all these rumors of the bad effects of Intel's new prices. Just another month will tell.



To: dougSF30 who wrote (199979)6/1/2006 11:20:52 PM
From: DRBESRead Replies (1) | Respond to of 275872
 
I think you'll see earnings below expectations, and a selloff in the stock.
intc...right



To: dougSF30 who wrote (199979)6/2/2006 7:31:21 AM
From: niceguy767Respond to of 275872
 
"I think you'll see earnings below expectations, and a selloff in the stock."

No major selloff in AMD with 30% server share by end of year.

I sure wouldn't want to be sitting on a bunch of $25 Jan/07 puts but am very comfortable with $40 Jan/07 calls. I won't be surprised to see a few more significant wins by AMD and an expansion in the Dell dealings in the interim.


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