Technology Stocks : AMD, ARMH, INTC, NVDA


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From: Joe Kerr3/16/2012 1:34:31 AM
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So the last few days of AMD stock action has me quite surprised.

Given the recent stories of later than expected Trinity, Intel's Romley Xeon release wiping the floor in every which way, and not even a mouse of a leak about what the Piledriver revision is going to do for the Opteron, this stock should be going in the opposite direction.

As I recall, the whole AMD story for 2012 was that this was going to be the year that the APU strategy started to bring in the dough. But I'm not so sure anymore.

So what is it that we don't know? Is this a delayed reaction to Seamicro?
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