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

To: kpf who wrote (219380)	12/7/2006 8:31:34 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"good to see you around. Just curious, are you still running these rolling options-trains nowadays?" Long time, looks like you're back just in time for the next wave...and yes, I'm sitting on quite a few Jan 22.50's, Jan 25's, Jan 30's and Jan 40's, and quite a few leaps spanning the same range. I'm thinking we could see a fairly prolonged runup now that 65nm is upon us. I mean if AMD can grab 10 points of marketshare while at 90nm vs INTC's 65nm, then with AMD at 65nm, and the 30% to 40% reduction in production costs, AMD may be in for some very significant increment in earnings. As well, there remains the question of just how well INTC product, with its 64EM technogy, will work with Vista...After all, Yonah is a joke in this respect, and if Yonah is any indicator of how Vista-ready INTC is, the heh, another 10 pts marketshare is in the cards by the end of 2007.