Tech Update
AMD vs. INTC
As of close of business 1/28/07
AMD - 15.95, down even more today!
INTC - 20.53, undervalued in my opinion...better position based on my love of their products lol.
Right now Intel is cheap, and it is the forerunner for innovation. I propose we liquidate our holdings of AMD and open up a dual position in INTC and SUNW. Techs in general will be benefit because of the release of Vista, but this is a bullish headline, not necessarily an incentive to stock price rises in the long run. Tech stocks will most likely end the day mixed as we wait on the Fed. Intel we see benefits in the unspoken partnership it has with Nvidia, as NVDA is looking healthy. In fact, buyers of new computers will most likely have a computer with an Nvidia 8800gs or gtx, as it is Directx10 compliant and Vista is a graphically intensive piece of software.
SUNW - 6.35 yesterday's close, up again today.
Sun Microsystems has been up since its earnings report. Out of the red, into the Black! This is a case where bullish headlines are supported by a bullish income statement. Fundamentally, it's a good buy.
The tech sector will be bullish for the next couple of months! So I say we ride it.
As of close of business 1/28/07
AMD - 15.95, down even more today!
INTC - 20.53, undervalued in my opinion...better position based on my love of their products lol.
Right now Intel is cheap, and it is the forerunner for innovation. I propose we liquidate our holdings of AMD and open up a dual position in INTC and SUNW. Techs in general will be benefit because of the release of Vista, but this is a bullish headline, not necessarily an incentive to stock price rises in the long run. Tech stocks will most likely end the day mixed as we wait on the Fed. Intel we see benefits in the unspoken partnership it has with Nvidia, as NVDA is looking healthy. In fact, buyers of new computers will most likely have a computer with an Nvidia 8800gs or gtx, as it is Directx10 compliant and Vista is a graphically intensive piece of software.
SUNW - 6.35 yesterday's close, up again today.
Sun Microsystems has been up since its earnings report. Out of the red, into the Black! This is a case where bullish headlines are supported by a bullish income statement. Fundamentally, it's a good buy.
The tech sector will be bullish for the next couple of months! So I say we ride it.
posted by Anonymous at
12:24 PM
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