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Re: chipguy post# 25732

Tuesday, 03/07/2006 5:28:51 PM

Tuesday, March 07, 2006 5:28:51 PM

Post# of 151696
Re: Hold on there sparky. There is a huge distance between demoing
a kick *** chip and pumping them out to OEMs and the channel
in the millions per week with chipsets to go along with them. It
will be the latter, not demos, that will fill Intel's coffers, raise GMs,
gain back market share, and hopefully lift INTC valuation.


My impression is that this is just the beginning of what Intel is going to offer. Since investors tend to be forward looking, I wouldn't want to miss any downward movement in the following weeks. I had been planning to wait until AMD's Q1 earnings before I buy those Jan 07 leap puts, but it's starting to look like they will have a tough time holding at $40. I'm keeping an eye out.
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