Advanced Micro Devices Inc (AMD)

[I_banker]

Based on information currently available, and taking into account how long it will take for NGA parts to affect the bottom line versus the effect that the current discounting is having, I would judge that August would be a good time to consider closing your position. Secondarily, I think the tech market is at risk from macro factors over the usually slow summer season and will decline across the board -- no one escapes. AMD will likely go down as well, but shorting risk there is too great as the vols are too high.

I like TXN, but I will probably wait until August before buying.

By way of disclosure, I am still short INTC.