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Re: Sarmad post# 80526

Thursday, 05/14/2009 4:22:54 PM

Thursday, May 14, 2009 4:22:54 PM

Post# of 151689
I wouldn't short Intel or any PC related stock right now. I think the sector is in for a fairly strong recovery over the next year, and I think that could very well more than cancel out the anti-trust pain Intel is likely to face going forward and the stock could very well move higher.

This board still, however, seems to be under the impression that AMD is going away sometime soon and Intel will be able to reap monopoly profits as a result. I myself used to think there was a strong possibility of exactly that up until the day of the Abu Dhabi deal announcement. Nowadays, between Abu Dhabi money and anti-trust issues, that idea is nothing but a fantasy.
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