AnonymouseUser
Diamond Member
- May 14, 2003
- 9,943
- 107
- 106
AMD is a great deal right now. They have momentum (which means a lot in the stock market) and are in one of the hottest industry groups this year. I wouldn't be surprised if they hit $60 by the end of the year. I also wouldn't be surprised to see INTC hit $18.
dullard
Elite Member
- May 21, 2001
- 26,099
- 4,744
- 126
7 week update. What happened from Jan 31 to now? Only lost 16% from $42 to $35.33. I personally said sell at $37. So I missed the short rise to $42
. However, mid-term, I was was correct that it did drop below $37.
dullard
Elite Member
- May 21, 2001
- 26,099
- 4,744
- 126
10 week update. Ouch. AMD finally reports a significant profit, and the stock plunges. Down $3 today to $32.38. Probably since AMD said the 2nd quarter profits would be down.
SarcasticDwarf
Diamond Member
- Jun 8, 2001
- 9,574
- 2
- 76
wow, I'm surprised that many people are jumping on amd's stock, their p/e ratio is so high and really don't see it going that much higher. amd might still gain in the 2nd qtr. but intc will move a bit the last two quarters. If you're in it for the long run the intc is much better bet than amd.
I would stay away from AMD. I believe that the two main reasons why it's getting beat down so bad is because: 1) Analysts believes that AMD is done taking market share from INTC (Intel). 2) Price wars between INTC and AMD are going to hurt margins which will hurt earnings. I believe that there are much much better plays out there especially after this week's "sale".
Now AMD might go up, but if you want my stock of the month it is AMTD (Ameritrade). Here is why:
1) I believe next week is going to be a bullish market (a bounceback from this week's nasty selloff with bulls putting more money into the market).
2) AMTD already pre-announced that they are in line for a record quarter (this is not fully priced in yet)
3) Not only are they going to post a record quarter, but they're upping their guidance as well.
4) Earnings are coming out on the 24th. With #2 and 3 combined with 4, it's almost like a can't miss thing especially since AMTD is also *cheap (compare with SCHW, TRAD, ET, OXPS, etc.)
I wouldn't be surprised if AMTD went to 25 next week in anticipation of earnings, but I'm thinking 23 is more realistic. BTW: I have 1804 22.5/April calls (bought for about $9K) so I'm putting my money where my mouth is. I realize that this is a pure gamble (for me) but if you don't work on a timeline, AMTD is a great play.
*- By cheap I don't mean the stock price, but I mean in comparison with the other P/E ratio and % growth (which is increasing for AMTD as well).
If you want to talk stocks, feel free to PM me.
Now AMD might go up, but if you want my stock of the month it is AMTD (Ameritrade). Here is why:
1) I believe next week is going to be a bullish market (a bounceback from this week's nasty selloff with bulls putting more money into the market).
2) AMTD already pre-announced that they are in line for a record quarter (this is not fully priced in yet)
3) Not only are they going to post a record quarter, but they're upping their guidance as well.
4) Earnings are coming out on the 24th. With #2 and 3 combined with 4, it's almost like a can't miss thing especially since AMTD is also *cheap (compare with SCHW, TRAD, ET, OXPS, etc.)
I wouldn't be surprised if AMTD went to 25 next week in anticipation of earnings, but I'm thinking 23 is more realistic. BTW: I have 1804 22.5/April calls (bought for about $9K) so I'm putting my money where my mouth is. I realize that this is a pure gamble (for me) but if you don't work on a timeline, AMTD is a great play.
*- By cheap I don't mean the stock price, but I mean in comparison with the other P/E ratio and % growth (which is increasing for AMTD as well).
If you want to talk stocks, feel free to PM me.
Oh yeah...I'd much rather invest in INTC than AMD. I think Apple is going to sell more computers due to their boot camp software driving the demand for INTC chips up. Those chips will be unaffected by the price wars. AMD is a heck of a lot more expensive than INTC and it seems as though AMD is losing momentum from stealing INTC's market share. With this realization, I believe that investors will start putting their money into INTC since it's so dang cheap. However as a consumer, I plan on buying an AMD processor for my desktop.
if you want fast money then play hot otc stocks. examples from this week are VRDM, IESV and ZENX
Why the hell would you buy $9k in OTM options expiring the business day before earnings?
If you can sell for 0.10 I would put it in Google 380 Apr puts.
What often happens is that stocks go up in anticipation of earnings. Since AMTD released the estimated earnings (which are almost 50% higher than projected ones), I believe that this is going to be a hot momentum stock. I agree that it's a gamble, but the downside is small compared to the tremendous upside. I'll be sure to revisit this thread by next Friday with my results.
iversonyin
Diamond Member
- Aug 12, 2004
- 3,303
- 0
- 76
Pair trading destroyed the thing. I would load my retirement account into this thing. Wait a little for reversal tho.
I had a 50/50 chance, but, linkage and
That was on 3/3. I sold half my shares then. Shortterm, I'm predicting it'll probably drop into the high 20's for a bit again before making any gains. What I've been readin gis that big investors think that intels new 'core' line of processors will take the market share back and fear AMD not keeping up with the growth, hence the sell off. I think those are fair guesses and I'm holding off buying back some of the shares I held.
AMD only seems to have the new DDR2 support coming and is otherwise not announcing anything. One could speculate that they are playing it conservatively to undermine intel's marketing, but I think if AMD had something planned that would hurt intel they'd have hinted a bit more at it already.
Basically, I really don't know, but I think I'm going to buy my half shares back in a day or two after it hit's 28/29 range.
That was on 3/3. I sold half my shares then. Shortterm, I'm predicting it'll probably drop into the high 20's for a bit again before making any gains. What I've been readin gis that big investors think that intels new 'core' line of processors will take the market share back and fear AMD not keeping up with the growth, hence the sell off. I think those are fair guesses and I'm holding off buying back some of the shares I held.
AMD only seems to have the new DDR2 support coming and is otherwise not announcing anything. One could speculate that they are playing it conservatively to undermine intel's marketing, but I think if AMD had something planned that would hurt intel they'd have hinted a bit more at it already.
Basically, I really don't know, but I think I'm going to buy my half shares back in a day or two after it hit's 28/29 range.
Originally posted by: JS80
Looks like you're options are going to expire OTM
I still have LOTS of time left(3 days is a lot especially with the way that the market is going). And the catalyst that I'm waiting for is the earnings report of ET tomorrow after market close. I'll be sure to post sometime Friday afternoon. I believe that a 10% jump (which will bring it to 23) is very feasible (and bring me to a 6 digit gain on a 10K investment).
AMD people: The reason why AMD drops so hard with the slightest bit of bad news is that their P/E is 38.09. INTC hardly drops (these days) with bad news because their P/E is 13.85. People expect a lot from AMD and if they don't stay on track, they get knocked down a notch. With Intel all the bad news is already priced in so when they come out with bad news, people shrug and go on. I believe the downsixe vs. upside for INTC is much better than AMD's.
Originally posted by: mraln
Originally posted by: JS80
Looks like you're options are going to expire OTM
I still have LOTS of time left(3 days is a lot especially with the way that the market is going). And the catalyst that I'm waiting for is the earnings report of ET tomorrow after market close. I'll be sure to post sometime Friday afternoon. I believe that a 10% jump (which will bring it to 23) is very feasible (and bring me to a 6 digit gain on a 10K investment).
AMD people: The reason why AMD drops so hard with the slightest bit of bad news is that their P/E is 38.09. INTC hardly drops (these days) with bad news because their P/E is 13.85. People expect a lot from AMD and if they don't stay on track, they get knocked down a notch. With Intel all the bad news is already priced in so when they come out with bad news, people shrug and go on. I believe the downsixe vs. upside for INTC is much better than AMD's.
lol getting closer to the money. good luck tomorrow man.
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