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Technology Stocks : AMD ATI INTC NVDA Moderated -- Ignore unavailable to you. Want to Upgrade?

To: xun who wrote (44)	10/7/2010 3:23:33 PM
From: xun	Read Replies (1) \| Respond to of 95

AMD max pain in Oct is at 7. AMD battle line is at 7.5. In two weeks, there will be a clearer picture of AMD for the next 6~12 month. INTC is inching up while ARMH is consolidating. I can see 20 printed soon if S&P stands above 1150 through this grinding period. NVDA is up in the air. All the things to be said have already been said. God knows how GPGPU or Tegra pans out. But on balance, the retail presence of the NVDA branded cards is not a good omen, to say the least. Semis are lagging behind in this run-up of S&P500. The market is about currency debasement vs energy/commodity speculation. The the perfect storm of long squeezing is still playing out. This is an interesting time, indeed. We shall see the fireworks in the next 2~3 weeks.