Replies to post #34333 on Intel Corp (INTC)

[alan81]

I think AMD will do OK for the next year...
Q4 is usually pretty good, and in Q1 they will have 65nm which will bring GM/profits more in line with expectations. I think as INTC ramps up 45nm in 2008 they will really put the hurt on AMD.
--Alan

[ChipGeek]

I wanted to collect my gains while I had them.

Yep, if I'd had Jan options, I'd have done the same thing. I was expecting a bounce from yesterday, but am pleasantly surprised to see the downward momentum continue. I won't be surprised to see some recovery, but I'll remain confident that I'll get my payday after Q4 results/Q1 outlook (and maybe even after a Q4 warning in mid-late December).

I just don't think AMD management can pull off what they're claiming. 55-60% margins? You've gotta be kidding me....

[alaskaman]

beamer, re: " I wanted to collect my gains while I had them."

That's smart to ring the cash register. Never feel guilty about taking profit. That's something that seems to escape me as I'm always going for the ten bagger and instead wind up with worthless options like today's 112 INQJE Oct 25's. Another $4780.90 down the drain. Oh well, maybe there's a chance for the rest of them.