Seeking Alpha
  • Ashraf Eassa
    Rough day for my portfolio. Thanks, HP - we really needed you to cause a sell-off in chip stocks!
    10/3/12
    Reply (9)
    • Energysystems: The sell off in chip sector was already well underway. Like I've said for months, INTC will be back under 20, I'll add then ;)
      10/3/12
    • 1980XLS-2.0: AMD=Junk. Short it to Zero
      10/3/12
    • Ocean Man: Cramer called AMD uninvestable earlier this week.
      10/3/12
    • Ashraf Eassa: Cramer also says that he can't come up with a long case for $INTC.
      10/3/12
    • Whitehawk: HP is a train wreck and a sad sad story if you know how much IP they've just destroyed (not creatively).
      10/3/12
    • Charles Margolis: You need to balance and perhaps not overweight this sector... I mentioned before look at LSBRX at least to understand it. Holds Intel bonds
      10/3/12
    • Ashraf Eassa: Charles - after significant capital infusion + trimming of positions, the balance in my portfolio is a lot healthier.
      10/3/12
    • Ashraf Eassa: Still have a lot of semis, but the positions are much more reasonable relative to my portfolio's total worth.
      10/3/12
    • 1980XLS-2.0: AMD is a scam, and exists for the sole purpose of keeping INTC out of anti-trust suits.
      10/4/12