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

To: eracer who wrote (217862)	11/29/2006 12:07:23 AM
From: Sarmad Y. Hermiz	Respond to of 275872

>> If you don't expect AMD's margins to improve then what is your investment strategy? Short AMD? Wait to buy AMD when it is cheap and hope it rebounds later? My guess is neither and I assume you are long Intel and don't plan any significant investment in AMD. << I'm long INTC right now. I also expect there will be disappointment with AMD ATI results, and with lack of AMD processor margin improvement in q1 and q2 (showing 65 nm poor results). At that time, q2, I think AMD will bottom in mid-teens. And I think that will be a good time to swap out of INTC and into AMD. I have no intention of shorting any stock. Thanks for answer on 65 nm performance.