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


To: Petz who wrote (202888)6/21/2006 4:53:38 PM
From: AK2004Respond to of 275872
 
Petz

yep, he is

forbes.com

-AK



To: Petz who wrote (202888)6/21/2006 4:54:21 PM
From: Sidney StreetRead Replies (1) | Respond to of 275872
 
The article didn't mention it, but he's short Intel at the same time. Heebner is a very smart guy and it's gratifying he's in AMD, but don't count on him staying long - he makes frequent wholesale changes in holdings. I've been in CGM Focus for quite a while and it's not unusual to see an entire sector go to zero from 20% of the portfolio in the course of a quarter, or vice versa.