Thursday, May 14, 2009 5:32:43 PM
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.
How do you rationalize this? You start posting incessantly from May 10 to the present...
http://investorshub.advfn.com/boards/profile.asp?user=138595
...with the clear belief that Intel is in "trouble", and now that you have seen the market ignore the news, you are bullish on the sector and neutral on Intel.
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.
The board was correct. AMD, as we knew it a few years ago, is done. They are essentially bankrupt already. However, instead of doing it the public way, which is to file for Ch.11 and seek protection under a judge, they have chosen the private way and have sought protection under Abu Dhabi. You do realize that companies that are bankrupt (the normal way) continue to operate and do business. And so, that is what AMD is doing. They are continuing to operate and do business under protection from Abu Dhabi. The board and all who predicted this are correct. It is you, who can not figure this out.
IMHO
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