Intel Corp (INTC)

[Ixse]

Joey, I'm waiting till at least after Q1 earnings, and possibly till bad Q2 results are fully accounted for in the stock price (as far as I can determine that ofcourse). Yonah simply can't have made up for market share loss to Opteron in this timeframe. My take is it might be at the low end of Intel reduced guidance. Q3 is the first quarter that starts benefitting from Merom derivatives. I think Q2 is early enough to pick up Intel; it might even be too early, but what the hey. Similarly although I reduced AMD in my portfolio to just 25% I'll might sell it in the same timeframe for the same reasons as I'd pick up Intel. Depending on more information I might change my tactics. For now I'm feeling comfortable with this. Just my 2c.

Regards,

Rink