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bobs10

11/23/04 10:35 AM

#47910 RE: mmoy #47909

I wonder how much of the action this morning has to do with the INTC downgrade? Anyone got a source?

Personally, I expect AMD to just go where the SOXX goes for awhile. And while I think AMD will do well this quarter I don't expect a blow out. It still looks like Hector has some deferred maintenance to perform, including the extra charges for the CVB's redemption.

What makes AMD exciting is the possibilities that could come out of nowhere. Anyway, all the publicity AMD has been getting is definitely getting the market involved in the stock.

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jjayxxxx

11/23/04 12:25 PM

#47919 RE: mmoy #47909

If all you have is QQQ's, then you don't own any AMD. I think the QQQ is only Nasdaq listed stocks, and AMD is a NYSE stock.


From Yahoo:

http://finance.yahoo.com/etf/education/04

Nasdaq-100 Index Tracking Stock (QQQ:AMEX)

Tracks the Nasdaq-100 index, which includes 100 of the largest companies listed on The Nasdaq Stock Market based on market capitalization. It is widely perceived as a technology benchmark and includes computer hardware and software, telecommunications, retail/wholesale trade and biotechnology. It does not contain financial companies or investment companies.


List of stocks in the Nasdaq-100:

http://finance.yahoo.com/q/cp?s=^ndx

TOP 10 HOLDINGS ( 40.47% OF TOTAL ASSETS)	  
Company Symbol % Assets
AMGEN AMGN 2.91
CISCO SYSTEMS CSCO 3.8
COMCAST CORP A CMCSA 2.34
DELL INC DELL 2.84
EBAY INC EBAY 3.94
INTEL CORP INTC 3.92
MICROSOFT CP MSFT 9
NEXTEL COMMS NXTL 2.88
QUALCOMM INC QCOM 6.66
STARBUCKS CORP SBUX 2.18


http://finance.yahoo.com/q/hl?s=QQQ

Regards,

JJ