AI
Thursday, February 02, 2006 1:53:22 AM
Nice trade and riding herd on NEM within this chop , INTC held that $21.15 area one more time after the GOOG debacle shook it down again last eve
They are still expecting an announcement from DELL/AMD involving notebooks and likely leading to desktops & servers which is fueling this ramp in AMD and depressing INTC . DELL's commitment to INTC expiring this year , imagine DELL announcement to come anytime . There was some talk about some GOOG/AMD having something cooking too , so far just a rumor.
One more small schtick up for AMD maybe, but starting to get toppy in here now ...looking back can't believe i got away with over $1.40 short on AMD after eps off $38 and a pullback , but alot of protaking on many having great reports , that had already run-up far , ie : VLO & XOM ...perhaps BA tomorrow ?
They are still expecting an announcement from DELL/AMD involving notebooks and likely leading to desktops & servers which is fueling this ramp in AMD and depressing INTC . DELL's commitment to INTC expiring this year , imagine DELL announcement to come anytime . There was some talk about some GOOG/AMD having something cooking too , so far just a rumor.
One more small schtick up for AMD maybe, but starting to get toppy in here now ...looking back can't believe i got away with over $1.40 short on AMD after eps off $38 and a pullback , but alot of protaking on many having great reports , that had already run-up far , ie : VLO & XOM ...perhaps BA tomorrow ?
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