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Tuesday, June 13, 2006 12:29:31 PM
Dan3 will fade into the background, and jHalada will remind all of his INTC leap calls that he will have made good money on (which of course says nothing of his opinion on AMD).
I sold all of my AMD when I realized the extend of Intel price cuts and the carnage it will cause. INTC + AMD revenues and profits is going to be lower YoY for some time to come. I may get back to AMD, at the hight of the FUD, which I expect to be roughly in August to September. I may possibly be buying some INTC at that point as well. I am hoping that at that point, INTC management will start to realize that it has to start showing some results to the shareholders, or else.
There was one lonely call for Otellini's head from some analyst. I expect to hear more of those.
Joe
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