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Lam Research Corporation Message Board

  • mario_themario mario_themario Jan 13, 2006 9:02 AM Flag

    AMD 1st downgrade

    Too bad, was waiting for the Dell anouncement and then big Mike says they may not go with AMD. Should have shorted it yesterday. It will head to the low 20's or lower by mid year. INTC will clean their clock and I'm not talking speed.

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    • The top probally isn't in yet, so the time will come. Amat's run could be the most unjustified of all the equip. stocks but its a fund favorite and always has very little short interest. Funny how intc hasn't participated in this semi move. Their earnings picture must be rosey since they keep the analyst community in their back pocket, it could be a sign. I played mxim long last week and it couldn't catch a bid, and of course I got out to early at 38, then boom, all of a sudden it busting thru 40. Just one of many. When the semis move, its amazing. They always overshoot to the upside and downside. Where that is this time is anybodys guess but the soxx is looking a bit frothy here.

      • 1 Reply to storagelh
      • INTC is always perplexing. They beat handily and the stock falls. They're now into AAPL machines full time by the end of 06 and now Dell says they may stay with INTC which was supposed to be a major coup for AMD.

        Short interest here has fallen from 7MM in Dec to just 5.5MM in Jan.

        Still love my MO and any pullback in BMET I am a buyer.

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