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


To: xun who wrote (93)3/28/2012 3:13:27 PM
From: xun  Read Replies (1) | Respond to of 95
 
NVDA is ready for a bounce. Got some at 15.03. Keppler GK104 looks good. If it can resolve yields/bin issues with TSMC, it can get a pretty good bounce. But the potentials for more upside will rely on the Tegra business.

INTC is fairly valued.

AMD is consolidating after a good run. Further upside will depend on the update around the April report. Specifically, Trinity has to be great. Ultrabook hype will help Trinity as much as Netbook helped Brazos.

ARMH has been bouncing sideway forever. Buy below 25, and sell near 30. As simple as that.

SMH is in correction mode.