• Ashraf Eassa
    Finally in the green on $QCOM :)
    5/2/13
    Reply (12)
    • Zeus2012: Going to try and pick some up below $61. May get there if we get a bad number tomorrow morning.
      5/2/13
    • woosingwoo: Yeah...!!!
      5/2/13
    • Sal Marvasti: I heard (WSJ) intel buying AMD may also have been behind the large move. The bullsih technical picture on AMD continues. Any ideas?
      5/2/13
    • Ashraf Eassa: Sal, I'm not really sure. It's clear $AMD has some solid product launches ahead of it, esp. with focus on "Jaguar" core.
      5/2/13
    • Ashraf Eassa: Embedded story is solid, semicustom is solid...diversification away from the PC (and from fighting Intel) gives it new life, IMO.
      5/2/13
    • Sal Marvasti: its now above the trefis estimate of fair value given a standalone AMD. if intel buying is true ...... synergy benefit
      5/2/13
    • Sal Marvasti: my rough estimate for takeover fair value is $4-5. Everything else is longer term and unlikely to cause daily jumps in share price.
      5/2/13
    • Zeus2012: How would INTC buying AMD pass muster with the FTC...
      5/2/13
    • Sal Marvasti: Though, Apple or big Microsoft win in Surface as rumored before could be another catalyst.
      5/2/13
    • MoveMaker: Me too just exited though
      5/2/13
    • Whitehawk: Don't buy the amd/intc rumor. Cashed out at a nice profit from the amd trade (+25%).
      5/2/13
    • Ben Hanson: Congrats!
      5/2/13