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


To: AK2004 who wrote (200814)6/7/2006 9:12:16 AM
From: Sarmad Y. HermizRead Replies (2) | Respond to of 275872
 
More speculation on my part won't illuminate anything. I'll just wait for the q2 report.

During q1 I posted that I expected Intel inventories to reduce during the quarter. The report showed an increase. Now I'll do like the stopped clock, and expect inventories to reduce in q2. If they still don't reduce (and AMD sales stay healthy), then the conclusion has to be the market truly does not like Intel products, even at give-away prices. At that point I'll have to consider selling my Intel shares and moving on. I'm sure I won't be missed.