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Rumor has it that our ship will arrive just after GODOT.
What typically happens after the bad news is all out...all of it. And, all that is left is improving news.
Maybe AMD is just about done pulling down its inventory of older stuff. Get ready for the various different parts of "Shock'N AWE"
What this thread really needs is a "niceguy" :))))))))))
I am perfectly happy to have intel get to dominate the extreme low end of the Gateway line just before AMD gains its upper end.
Saying it is poorly designed is misleading, actually it sucks.
He was correct. We ain't seen.... We are now seeing "NOTHING"...yet
Stopped clock....
Fleck DID buy, and pubically state so, that he was loading up on AMD shares way sub $10 .
Nice of intel to cooperate so much by EEEFFFing up so totally :)
Would you not expect the AMD/IBM announcement to have had an impact on this ?
Lot of stops being taken out today.
I was just enjoying the play on your thread name, sorry.
DOWNORUP UpNDown ?
Be not sooooo cynical that you miss the most obvious of opportunities. It would help to conspire to further sour your already relatively negative outlook.
san dout
STAY TUNED Keith.
Keith, I suspect that we may see some extremely interesting low power 64 bit mobile chips.
Keith, I suspect that we may see some very timely speed bumps.
It does also fit Hector's propensity for understating and over delivering :)
Probably worth a trip over to SI or the Inquirer: http://www.theinquirer.net/?article=20049
http://siliconinvestor.com/readmsg.aspx?msgid=20828748
I did have trrouble. The fat b#stard that runs the West Nyack NY store did not want his store to take the $180 loss (against its cost from the chain) that it represents. I went down to one of the two stores in Paramus NJ where they are a more civilized lot.
It is not a good buy; it is a phenomenmal buy. I will use it until the ones based on the new very low power 90nm chips come out, then I foist it off on my wife who is still most happy with her 400 megahurts Compaq laptop.
I bought one :)
Try.....reading.....his......posts......very......slowly.......while.......moving.......your.....lips.......maybe.......this.......time.......you.......will......
understand.......it.......NAW !!!!!!
WELL...AMD finally landed dull (for servers at least) and it will be out with centrino killers in January (http://www.theinquirer.net/?article=19810 ) SSSOOOOO.....naturally it is down today.
Where duh linq too duh opgrade ?
better link please
Those four have target prices of $20, $22, $12 and $13 respectively.
Not an easy stock to call, huh?
I dunno, I have not had any problem.
re: "And only almost 2 billion in profits per quarter to make up for it.
"
Stay tuned !
One point that you seem to miss is that intel is playing "catch up" and is breathing hard to do it. AMD, meanwhile, is not likely to be standing still.
EEERRR URL YER URL am defective
LOL as well :)
HINT: The post needs too sound RAH...RAH...RAH... AND every sentence must be punctuated by several !!!!!!!s
Perhaps it is the tilt in your method of expression. Though the scenario is niceguyesque, you certainly do not sound like the niceguy. If you do not believe me, read any niceguy post, then read that post.
Good management can only turn an enormous vessel (I am resisting the titanic image) around so fast. Results will take a year or more to surface (cheap).
I was recently talking to a customers' person at Schwabface, she was telling me that she is looking for $25/share to dump her intel shares...sounds like overhead supply to me.
I just would not do it. Of course, that in itself might be a good reason to do it.
Your argument is pursuasive for a dollar for dollar or even a more aggressive share for share short vs long "mongrel straddle". I would not do it, however, intel just has too much sponsership. At the least bit of a hint of good news, it will soar and, if you are like me, you will cover at just the worst time.
DAMN, Opteron better watch out !!!!
Never was out of the door. Wayne had to (and still has to) shovel himself out of the mess that ted left him. A big operation like Gateway cannot redirect it self overnight. What is in the retail channel today was planned for over a year ago and commited to more than six months ago.