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rupert

01/17/06 10:50 AM

#69716 RE: HailMary #69711

Intel goes with hertz but AMD, being No. 2, goes with avis.

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wbmw

01/17/06 12:49 PM

#69733 RE: HailMary #69711

Re: If I do exit, I'll buy some 2007 or 2008 leaps with a small portion of my gains just in case there is another Intel screwup.

That's not a bad strategy. Not necessarily that Intel screws up, but the way the market has treated AMD, I wouldn't be surprised to see periodic spikes in the stock price over trivial things like Dell rumors, etc.
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smooth2o

01/17/06 1:22 PM

#69740 RE: HailMary #69711

If I do exit, I'll buy some 2007 or 2008 leaps with a small portion of my gains just in case there is another Intel screwup.

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I think I'd save my money. They've been executing well lately. Of course, there is that chance. I think you're right about hanging on, there's a chance that AMD will show good results, but it's the continuation I'd worry about. I admit, I missed this one and it was fairly obvious, I was just tied up in other things and didn't keep enough COH. I also think that although good, the report will be somewhat mixed (good revenues, not enough share gained, future in doubt). But you never know...

One thing that does bother me is that from the runup, someone knows something...

Smooth