Advanced Micro Devices Inc (AMD)

[bobs10]

Short INTC long NVDA, TXN?

Go for it!

Let's us know how it turns out.


Me...

I can understand your testiness given the markets reaction to yesterdays mid-q update, but I did put a question mark after the title. Interesting, I notice the differential between AND and INTC has narrowed to about $1.50. That has got to be putting a lot of INTC employee options under water. I certainly hope you’re not affected.

Actually, I wonder what kind of cellular products would come out of an AMD/TXN mirage given AMD's flash capabilities and TXN's long dominance of the cellular processor markets? Sounds like there should be some room for X86 everywhere there?