Wednesday, November 21, 2007 3:31:08 PM
I think the market sees AMD and INTC as being tied together ..
It seems that if you weigh out -
the number of positive market analysts opinions verses the number of negative anaylsts opinions on INTC don't seem to matter. Especially when the positives far outweigh the negative opinions. It seems that the negatives do indeed have more impact on INTC..
Even Baird just this morning came out with another 30 dollar price point for INTC... I keep seeing all of these 30 dollar price points for INTC..its nmot going to happen..
Honestly - I don't see it.. Not at least for another year or so..
The Amercan economy has to gets its footing again...
INTC has to be seen has more than a one trick pony... Its going to have to be more solid performance maybe Nehalem will be the turning point. Q4 and a very solid outlook on Q1 will move the stock.. but it will take several consective quaters before this thick stockmarket gets it - IMHO...
INTC will have to work very hard to get it's image back on track.. I think INTC is still seen by the market on the whole - and I say this because of the "10 reasons Apple needs to buy AMD" opinions, as just barely getting by AMD and not growing market share..
FWIW - the guy is a total bufoon IMHO...
Apple won't touch AMD with a ten foot pole.. geeeze (the guy is obviously an AMD fanboy) get a grip on reality!!!
Apple is on a tear - only a complete idiot would destroy their image by buying AMD. Apple would crater their whole product line by going to AMD chips.. especially now.. and 2008 would be a total desaster...
My two cents..
Ronster
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