appledeadmoney

AMD's Troubles Are Making Intel Investors Nervous

I don't think INTC is going to make it out of this quarter alive. There really is no real buyer conviction seen in the stock at these levels. I believe it will retest its lows and will probably use the quarter earnings report to do it. The whole semi industry is being shelled one final time as the final shakeout for it may be at hand. I would definitely wait until after the quarter to take any position. AMD investors will get a scare over the next coming weeks as well, but this company along with the whole sector will see nice gains over the next 18 months.

Too much bearishness and doom being laid upon this sector. At these price to book ratios, you would swear man was going to stop using technology and semis cold turkey.