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Sal Marvasti

 
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AMD, ARMH, CFD, D, E, I, INTC, NVDA, P, PCRFY, R, RT, UMC, USD
  • Sal Marvasti
    Advanced Micro Devices - Is It Still Good Value? $AMD http://seekingalpha.com/a/19wor
    Apr 15, 8:21 AM
    Reply (1)
    • lostbusker: Yes, Advanced Micro Devices is still a good value.
      Apr 17, 12:47 AM
      • Sal Marvasti
        catalyst 11 makes AMD much better than nvidia in battlefield 3. Ghz edition http://bit.ly/SglXan
        10/23/12
        Reply (3)
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        • Ashraf Eassa: Now, let's see them score some good notebook design wins...
          10/23/12
        • Sal Marvasti: Its like they needed the threat of being fired to get their driver act together. Imagine if they had this in Jan.
          10/23/12
          • Sal Marvasti
            AMD is up I guess on short closing. See no near term catalyst
            10/23/12
            Reply
              • Sal Marvasti
                Swapped the 50% of my last remaining AMD for UMC. Risk averse portfolio
                10/23/12
                Reply (4)
              • View all 4 replies
                • Sal Marvasti: Yes real bummer, but I still have the other half.
                  10/23/12
                • Sal Marvasti: Still I see UMC as better mid term investment. AMD needs to reinvent itself.
                  10/23/12
                  • Sal Marvasti
                    How low can AMD go?
                    10/21/12
                    Reply (1)
                      • Sal Marvasti
                        Just sold 50% of my Intel and 30% of my AMD. Hope I have made the right risk management choice for the short term.
                        10/15/12
                        Reply (14)
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                        • reddog4063: I'm long INTC, in at 22.16. Just letting the 4% divs DRIP and sitting back for 5 years.
                          10/15/12
                        • REIT: lol@5yrs and how many fives in your lifetime ? usually you will see a big market crash every 5 yrs so why not wait for the next crash
                          10/15/12
                          • Sal Marvasti
                            I made my first profit for a long time on AMD. I shorted it in my leveraged account.
                            10/12/12
                            Reply (1)
                            • Sal Marvasti: I am still long for the long term imo.
                              10/12/12
                              • Sal Marvasti
                                I love the irrational belief that 8% drop in PCRFY.OB demand, is drop only for AMD products. Hoping to earn some losses back.
                                10/12/12
                                Reply (1)
                                • 1980XLS-2.0: You may get them back if you short the stock.
                                  10/12/12
                                  • Sal Marvasti
                                    Short intel, Long Apple. Long ARM. its a hedge if my positions on AMD, NVDA
                                    10/12/12
                                    Reply (10)
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                                    • Sal Marvasti: I made money like this in Gold. Works short term.
                                      10/12/12
                                    • Sal Marvasti: once every four years, with falling CPU margins, vs once every 24months or less average for Smartphones and Ipads. mmm. Not good.
                                      10/12/12
                                      • Sal Marvasti
                                        buy oil the only thing consumers can't stop buying. PCRFY.OB , AMD smartphone iphones, non are necessary.
                                        10/11/12
                                        Reply (2)
                                        • 1980XLS-2.0: Global Growth slowing ,especially China. Oil will fall barring a ME event. Buy CMP, non discressionary demand, only weather.
                                          10/12/12
                                        • Sal Marvasti: With iran sanctions not being stopped anytime soon this is unlikely.
                                          10/12/12
                                          • Sal Marvasti
                                            I should have bought ARMH when I was a student. Could have bought for $2. Even 3 months ago I should have bought ARMH, as a hedge vs AMD
                                            10/10/12
                                            Reply (10)
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                                            • Sal Marvasti: I am keeping AMD simply because if I sell a shorter makes profit. its down 30%, but is short 20%. you could assume nearly 100% is shorters.
                                              10/10/12
                                            • Sal Marvasti: I will come back when I am sure its bottomed out. That means a week of rising and holding price.
                                              10/10/12
                                              • Sal Marvasti
                                                I am still at a loss how did you get back to even on AMD?
                                                10/10/12
                                                Reply
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