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

To: xun who wrote (86)	8/23/2011 5:34:10 PM
From: xun	Respond to of 95

SPY has a major resistance at 122. AMD is refreshing its Bobcat APUs. From Taiwan, the supply of Llano is tight. China outsold US in PCs in the last quarter. Emerging markets continue to emerge. It is highly likely that AMD will meet the 10% Q2Q growth in the current quarter. September is the launch point for BD. October is probably reserved for SI. The major huddle is 7.5 for AMD before a clear sky. ARMH is tempting at the current level. NVDA is at a fair price point. INTC is a value for 401K once again. AAPL will introduce next iPhone soon. MBA 13" is flying off the shelf. My view is that we have seen the valuation bottom for the US tech sector. Exciting time is coming soon.