Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=57955This board focuses on the CPU and GPU business between AMD, ATI, INTC and NVDA. Please refrain from making excessive OT messages. Any message that deems to be personal or offensive will be "moderated". I am actively trading AMD, INTC, NVDA, SMH and SPY. Let's keep this board meaningful about tra...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5795538013210xunAMD is in consolidation. Next week is crucial for its near term direction. Level of $8.50 looms large. If Trinity pushes it through this level, clear sky is over the horizon. INTC is anticipating IB introduction. Ultrabook will make or break it in the near term. NVDA is still lurking beneath the surface. The str...http://www.siliconinvestor.com/readmsg.aspx?msgid=280782424/12/2012 3:46:15 PMxunNVDA is ready for a bounce. Got some at 15.03. Keppler GK104 looks good. If it can resolve yields/bin issues with TSMC, it can get a pretty good bounce. But the potentials for more upside will rely on the Tegra business. INTC is fairly valued. AMD is consolidating after a good run. Further upside will depend on ...http://www.siliconinvestor.com/readmsg.aspx?msgid=280431263/28/2012 3:13:27 PMxunAMD bought SeaMicro. This is the first significant investment since the ATI acquisition. And I like it very much. No matter how it pans out, the new management has a direction. INTC is reaching a plateau for now. NVDA is going nowhere until Kepler introduction. Tegra 3 turns out be just one of the new mobile chip...http://www.siliconinvestor.com/readmsg.aspx?msgid=279850983/2/2012 10:44:19 AMxunSurprise! Surprise! Surprise! AMD closed up strong on the day after the earnings report. And with a revenue miss!??? AMD blamed Thailand for graphics. I thought that was a lame excuse. Well, right after the call, NVDA used same excuse for a revenue warning. If we believe in what NVDA said, all considered, AMD a...http://www.siliconinvestor.com/readmsg.aspx?msgid=279060151/25/2012 5:41:48 PMxunHere we go again. AMD below 5.50. I liked what I heard from RR in the last conf call. He is obviously worked up. Particularly, he was shouting about execution many times over. That is music to me. We all know that AMD's SGNA is a dump. If he can somewhat controls costs, repairs customer relations, and knocks o...http://www.siliconinvestor.com/readmsg.aspx?msgid=2774000211/1/2011 4:29:43 PMxunUnder the current circumstances, it is the best time to buy AMD shares. At 5.50, AMD is priced to go under. Yesterday's warning is different from AMD's previous warnings in that (1) It's not a demand issue. Actually, it is the opposite. The market reception of Llano and Brazos is very good. (2) Now we know better a...http://www.siliconinvestor.com/readmsg.aspx?msgid=276686969/29/2011 10:29:13 AMxunhttp://www.siliconinvestor.com/readmsg.aspx?msgid=276672629/28/2011 4:35:34 PMxunSPY has a major support level at 111.47. If SPY can not stand on this support level, QQQ my crash. Otherwise, we will have seen the bottom.http://www.siliconinvestor.com/readmsg.aspx?msgid=276554819/22/2011 7:34:32 PMxunSPY has a major resistance at 122. AMD is refreshing its Bobcat APUs. From Taiwan, the supply of Llano is tight. China outsold US in PCs in the last quarter. Emerging markets continue to emerge. It is highly likely that AMD will meet the 10% Q2Q growth in the current quarter. September is the launch point for BD....http://www.siliconinvestor.com/readmsg.aspx?msgid=275899128/23/2011 5:34:10 PMxunQuite a week. S&P is approaching its valuation bottom vis a vis the market bottom of March 9th, 2009. GOOG is buying MMI for its patent war with AAPL and MSFT. HP exits from pad and phone markets, and is looking for a way out of PC business. Hot Chips 2011. INTC is delaying its introduction of the Cedar Trail-M. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=275813598/19/2011 3:31:07 PM